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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry 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Highlighted Error","depth":4,"bounds":{"left":0.9458333,"top":0.3422222,"width":0.015277778,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.9611111,"top":0.3422222,"width":0.014583333,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.025,"top":0.06666667,"width":0.050694443,"height":0.034444444},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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3865544371963712397
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-7980155751442543530
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idle
|
accessibility
|
NULL
|
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
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|
/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778768990127_m2.jpg...
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PhpStorm
|
faVsco.js – Pipedrive/Service.php
|
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Jiminny... ~ActivityFilesLater@ jiminny-x-integrat Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pmv Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday at 13.31Yesterdav at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterdav at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Voctorday at 12:22Yesterday at 13.21Yesterdav at 13:21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterdav at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yoctorday at 12:10Yesterdav at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterdav at 13:08Yesterdav at 13:07MPEG-4 movie13 KB16 KB1/ Kb29 KE6 KB12 KB9 K:MPEG-4 movieMPEG-4 movieMPEG-4 movieMPE0"4 movie7 KBMDSG-A movid8 KE37 KBMP2G-4 movie10 KB7 KBMPEG-4 movieMPEG"4 movie9K:8 KBMoECA movio72 KB14 K8|MPEG-4 movie13 KRI9 KB18 KBMPEG-1 movidMPEG-4 movie12 KEMPEG-4 movie10 KB16 KBMPEG-4 movie6 KB1MPEG-4 movieMDSG.A movic12 KB23 KBMPEG-4 movie8 KE6 KBMPEG-4 movieMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KPMDEC A movid34 KBMPEG-4 movie10 KPMDEG-A movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBI26 KB111 KB102 KBMPEG-4 movieMDEC.A movialMPEG-4 movieRR KR59 KB98 KBMDEG-A movieMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMDEG.A movio58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• • CFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик iро• Dhotac 2.001Q SearchKind00,4 MD55.9 MBinstdlle..dckageAlfred...ferences10,1 MB10,1 MBIL MBDisk ImageDisk ImageLiP archive6.6 MBZIp archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDE Document140 KbZIP archive148 KВ148 KB122 KBZIP archivelZIP archiveXML document111 KBAlfred...ferences94 KBDDE Documont92 KBPDr DocumentK:PDF Document91 KB91 KBXML document30 KBn0kpDDE Nocumont28 KBPDF Document28 KRPDE Document28 KB27 KBDocument14 KB11 KB6 KB6KBJSONINCV NacumontZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBVAMI dosumon1 KB029 buteccSV Documenthttlicence183 bytesZero butesJSONAlfrod foronso!Zero bytesFolde1.9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.53 GB availabld• Inu 14 Mау 1/.29.44Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Jiminny... ~ActivityFilesLater@ jiminny-x-integrat Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pmv Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday at 13.31Yesterdav at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterdav at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Voctorday at 12:22Yesterday at 13.21Yesterdav at 13:21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterdav at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yoctorday at 12:10Yesterdav at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterdav at 13:08Yesterdav at 13:07MPEG-4 movie13 KB16 KB1/ Kb29 KE6 KB12 KB9 K:MPEG-4 movieMPEG-4 movieMPEG-4 movieMPE0"4 movie7 KBMDSG-A movid8 KE37 KBMP2G-4 movie10 KB7 KBMPEG-4 movieMPEG"4 movie9K:8 KBMoECA movio72 KB14 K8|MPEG-4 movie13 KRI9 KB18 KBMPEG-1 movidMPEG-4 movie12 KEMPEG-4 movie10 KB16 KBMPEG-4 movie6 KB1MPEG-4 movieMDSG.A movic12 KB23 KBMPEG-4 movie8 KE6 KBMPEG-4 movieMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KPMDEC A movid34 KBMPEG-4 movie10 KPMDEG-A movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBI26 KB111 KB102 KBMPEG-4 movieMDEC.A movialMPEG-4 movieRR KR59 KB98 KBMDEG-A movieMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMDEG.A movio58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• • CFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик iро• Dhotac 2.001Q SearchKind00,4 MD55.9 MBinstdlle..dckageAlfred...ferences10,1 MB10,1 MBIL MBDisk ImageDisk ImageLiP archive6.6 MBZIp archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDE Document140 KbZIP archive148 KВ148 KB122 KBZIP archivelZIP archiveXML document111 KBAlfred...ferences94 KBDDE Documont92 KBPDr DocumentK:PDF Document91 KB91 KBXML document30 KBn0kpDDE Nocumont28 KBPDF Document28 KRPDE Document28 KB27 KBDocument14 KB11 KB6 KB6KBJSONINCV NacumontZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBVAMI dosumon1 KB029 buteccSV Documenthttlicence183 bytesZero butesJSONAlfrod foronso!Zero bytesFolde1.9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.53 GB availabld• Inu 14 Mау 1/.29.44Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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faVsco.js – Pipedrive/Service.php
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vablHandleHubspotRateLimitTestv100% С8• Thu 14 May 17:29:52QProject v© AutomatedReportGenerated.php:= custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18.••> O Accessors> Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO50> O Filters© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implements1 usageA console (EU]A5 A 119 X3 X9 ^› Jobs.D ProspectSearchStrategy• ServiceTraits© DataClient.php© DecorateActivity.php© LocalSearch.php© LocalSearchinterface.php© RemoteSearch.php© Service.phpv C Listeners© ConvertLeadActivities.php© PurgeLookupCache.php> Metadata> C Migrationv @ Pipedrive> D OpportunitySyncStrategy> D ProspectSearchStrategy© ApiFields.php© Client.php© FieldDefinitions.php© PipedriveApiClient.php© PipedriveApiException.php private function buildCallPayload(Activity $activity): Activity$data = ['done' => 1,'user_id' => $this->profile->crm_provider_id,'due_time' => $activity->scheduled_start_time->format( format: 'H:i'),'due_date' => $activity->scheduled_start_time->toDateString(),'duration' => gmdate( format:'H:i', $activity->duration),'type' => $type->value,'subject' => $this->generateActivityTitle(Sactivity),'note' => $this->generateActivityDescription(Sactivity),] + $this->fetchCustomFieldData(Sactivity,objectType: Field::0BJECT_TASK)+ $this->convertActivityAssociations($activity);return $this->upsertActivity(Sactivity, $data);© Service.php© TokenStorage.php1 usage1533private function buildTextMessagePayload(Activity $activity): Activity{...}v 0 Salesforce> M Fioldo1552Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)D211212$type = $this->getCrmType($activity->category);= 213if ($type ===null){throw new Exception( message:'No mapped CRM type in Pipedrive for "' . $activity->category->name5214=216=217= 218219220III221.222— 223|= 224|-225-226=227: 228_229230=231— 232=233 v=2341513:29Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENidFROMsocial,1 on u.id= sa.:1..n<->1: on t.Lid= 1052 andIMaccounts wheiactivitiesW Windsurf TeamsUTF-8Co 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vablHandleHubspotRateLimitTestv100% С8• Thu 14 May 17:29:52QProject v© AutomatedReportGenerated.php:= custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18.••> O Accessors> Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO50> O Filters© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implements1 usageA console (EU]A5 A 119 X3 X9 ^› Jobs.D ProspectSearchStrategy• ServiceTraits© DataClient.php© DecorateActivity.php© LocalSearch.php© LocalSearchinterface.php© RemoteSearch.php© Service.phpv C Listeners© ConvertLeadActivities.php© PurgeLookupCache.php> Metadata> C Migrationv @ Pipedrive> D OpportunitySyncStrategy> D ProspectSearchStrategy© ApiFields.php© Client.php© FieldDefinitions.php© PipedriveApiClient.php© PipedriveApiException.php private function buildCallPayload(Activity $activity): Activity$data = ['done' => 1,'user_id' => $this->profile->crm_provider_id,'due_time' => $activity->scheduled_start_time->format( format: 'H:i'),'due_date' => $activity->scheduled_start_time->toDateString(),'duration' => gmdate( format:'H:i', $activity->duration),'type' => $type->value,'subject' => $this->generateActivityTitle(Sactivity),'note' => $this->generateActivityDescription(Sactivity),] + $this->fetchCustomFieldData(Sactivity,objectType: Field::0BJECT_TASK)+ $this->convertActivityAssociations($activity);return $this->upsertActivity(Sactivity, $data);© Service.php© TokenStorage.php1 usage1533private function buildTextMessagePayload(Activity $activity): Activity{...}v 0 Salesforce> M Fioldo1552Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)D211212$type = $this->getCrmType($activity->category);= 213if ($type ===null){throw new Exception( message:'No mapped CRM type in Pipedrive for "' . $activity->category->name5214=216=217= 218219220III221.222— 223|= 224|-225-226=227: 228_229230=231— 232=233 v=2341513:29Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENidFROMsocial,1 on u.id= sa.:1..n<->1: on t.Lid= 1052 andIMaccounts wheiactivitiesW Windsurf TeamsUTF-8Co 4 spaces...
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faVsco.js – Pipedrive/Service.php
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Jiminny... ~ActivityFilesLater@ jiminny-x-integrat Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pmv Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday ar 13.31Yesterdav at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterdav at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Voctorday at 12:22Yesterday at 13.21Yesterdav at 13:21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterdav at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yoctorday at 12:10Yesterdav at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterdav at 13:08Yesterdav at 13:07MPEG-4 movie13 KB16 KB1/ Kb29 KE6 KB12 KB9 K:MPEG-4 movieMPEG-4 movieMPEG-4 movieMPE0"4 movie7 KBMDSG-A movid8 KE37 KBMP2G-4 movie10 KB7 KBMPEG-4 movieMPEG"4 movie9K:8 KBMoECA movio72 KB14 K8|MPEG-4 movie13 KRI9 KB18 KBMPEG-1 movidMPEG-4 movie12 KEMPEG-4 movie10 KB16 KBMPEG-4 movie6 KB1MPEG-4 movieMDSG.A movic12 KB23 KBMPEG-4 movie8 KE6 KBMPEG-4 movieMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KPMDEC A movid34 KBMPEG-4 movie10 KPMDEG-A movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBI26 KB111 KB102 KBMPEG-4 movieMDEC.A movialMPEG-4 movieRR KR59 KB98 KBMDEG-A movieMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMDEG.A movio58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• • CFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик iро• Dhotac 2.001Q SearchKind00,4 MD55.9 MBinstdlle..dckageAlfred...ferences10,1 MB10,1 MBIL MBDisk ImageDisk ImageLiP archive6.6 MBZIp archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDE Document140 KbZIP archive148 KВ148 KB122 KBZIP archivelZIP archiveXML document111 KBAlfred...ferences94 KBDDE Documont92 KBPDr DocumentK:PDF Document91 KB91 KBXML document30 KBn0kpDDE Nocumont28 KBPDF Document28 KRPDE Document28 KB27 KBDocument14 KB11 KB6 KB6KBJSONINCV NacumontZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBVAMI dosumon1 KB029 buteccSV Documenthttlicence183 bytesZero butesJSONAlfrod foronso!Zero bytesFolde1.9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.53 GB availabld• Inu 14 May 1/.29:02Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Jiminny... ~ActivityFilesLater@ jiminny-x-integrat Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pmv Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday ar 13.31Yesterdav at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterdav at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Voctorday at 12:22Yesterday at 13.21Yesterdav at 13:21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterdav at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yoctorday at 12:10Yesterdav at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterdav at 13:08Yesterdav at 13:07MPEG-4 movie13 KB16 KB1/ Kb29 KE6 KB12 KB9 K:MPEG-4 movieMPEG-4 movieMPEG-4 movieMPE0"4 movie7 KBMDSG-A movid8 KE37 KBMP2G-4 movie10 KB7 KBMPEG-4 movieMPEG"4 movie9K:8 KBMoECA movio72 KB14 K8|MPEG-4 movie13 KRI9 KB18 KBMPEG-1 movidMPEG-4 movie12 KEMPEG-4 movie10 KB16 KBMPEG-4 movie6 KB1MPEG-4 movieMDSG.A movic12 KB23 KBMPEG-4 movie8 KE6 KBMPEG-4 movieMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KPMDEC A movid34 KBMPEG-4 movie10 KPMDEG-A movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBI26 KB111 KB102 KBMPEG-4 movieMDEC.A movialMPEG-4 movieRR KR59 KB98 KBMDEG-A movieMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMDEG.A movio58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• • CFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик iро• Dhotac 2.001Q SearchKind00,4 MD55.9 MBinstdlle..dckageAlfred...ferences10,1 MB10,1 MBIL MBDisk ImageDisk ImageLiP archive6.6 MBZIp archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDE Document140 KbZIP archive148 KВ148 KB122 KBZIP archivelZIP archiveXML document111 KBAlfred...ferences94 KBDDE Documont92 KBPDr DocumentK:PDF Document91 KB91 KBXML document30 KBn0kpDDE Nocumont28 KBPDF Document28 KRPDE Document28 KB27 KBDocument14 KB11 KB6 KB6KBJSONINCV NacumontZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBVAMI dosumon1 KB029 buteccSV Documenthttlicence183 bytesZero butesJSONAlfrod foronso!Zero bytesFolde1.9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.53 GB availabld• Inu 14 May 1/.29:02Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
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Debug 'HandleHubspotRateLimitTest'
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n 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Highlighted Error","depth":4,"bounds":{"left":0.9458333,"top":0.3422222,"width":0.015277778,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.9611111,"top":0.3422222,"width":0.014583333,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.025,"top":0.06666667,"width":0.050694443,"height":0.034444444},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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3865544371963712397
|
-7980155751442543530
|
visual_change
|
accessibility
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NULL
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
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Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry 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Statements","depth":4,"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"3","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"4","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.28224733,"top":1.0,"width":0.024268618,"height":-0.04788506},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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3865544371963712397
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-7980155751442543530
|
click
|
accessibility
|
NULL
|
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769010055_m2.jpg...
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faVsco.js – Pipedrive/Service.php
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
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-7764066423040434580
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-6980502962097239094
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click
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hybrid
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NULL
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
Hide This Notification
Code changed:
Hide
5
119
3
9
Previous Highlighted Error
Next Highlighted Error
ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:34Yesterday at 13.33Yesterdav at 13:33Yesterday at 13:32Yesterday at 13:32Yesterday at 13:31Yesterday at 13.30Yesterday at 13:29Yesterday at 13:29resterday at 15.2oYesterdav at 13:28Yesterday at 13:27Yesterday at 13:26Yesterday at 13:26resterday at 13-40Yesterdav at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.20Yesterdav at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:16Yesterday at 13:16Yesterday at 13.10Yesterdav at 13:15Yesterday at 13:14Yesterday at 13:13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13.12Yesterdav at 13:11Yesterday at 13:11Yesterday at 13:10Yesterday at 13:09Yesterday at 13:09Yesterday at 13.08Yocterdav at 12:08Yesterday at 13:07Yesterdav at 13:0616 K:MPEG-4 movie17 KBMPEG-4 movie29 KBMPEG-4 movieMPEG-4 movie12 KE9 KBMPE0"4 movie8 K:37 KBMPEG-4 movie10 KBIKBnMP2G-4 movie8 KBMPEG-4 movie9 KB8 KBMPEG-4 movie72 K:14 KBMPEG-4 movie13 KBMPEG-4 movie18 KBMPEG-4 movie12 KB10 KBMPEG-4 movie16 KEMPEG-4 movie6 KB MPEG-4 movie6 KB12 KB|MPEG-4 movie23 KBMPEG-4 movieMPEG-4 movie6KEMPEG-4 movie11 KBMPEG-4 movie11 KBMPEG-4 movie20 K:MPEG-4 movie34 KBMPEG-4 movie10 KB7 KBMPEG-4 movie5KPMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 K:MPEG-4 movie102 KBMPEG-4 movie88 KB59 KBO9 KRMPEG-4 movieMDEG-A movie97 KB66 KBMPEG-4 movie44K:MPSG-A movid93 KBMPEG-4 movie78 KB50 KB59 KPMPEG-4 movieMPEG-4 movie27 KBMPEG-4 movie12 K:32 KBMPEG-4 movie17 KB19K8MPEG-4 movie• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfB Rovaix Famly Treo gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.54 GB availabld• Inu 14 May 1/.30:04Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.054166667,"top":0.027777778,"width":0.08055556,"height":0.035555556},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"#12066 on JY-20725-handle-HS-search-rate-limit, menu","depth":5,"bounds":{"left":0.13472222,"top":0.027777778,"width":0.25555557,"height":0.035555556},"on_screen":true,"help_text":"Pull request #12066 exists for current branch JY-20725-handle-HS-search-rate-limit, but local branch is out of sync with remote","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"bounds":{"left":0.6326389,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"HandleHubspotRateLimitTest","depth":6,"bounds":{"left":0.6645833,"top":0.027777778,"width":0.15902779,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'HandleHubspotRateLimitTest'","depth":6,"bounds":{"left":0.82361114,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vProject v© ReportController.php© AutomatedReportGenerated.phpablHandleHubspotRateLimitTest100% C8• Thu 14 May 17:30:09* :Q:=custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.php© SyncFieldAction.php© SyncRelatedActivityManage© WebhookSyncBatchProcessv D IntegrationApp18.••> O Accessors› Api|> D Config> DDTO> O Filters› Jobs.> D ProspectSearchStrategy• ServiceTraits© DataClient.php© DecorateActivity.php© LocalSearch.php© LocalSearchinterface.php© RemoteSearch.php© Service.phpv C Listeners© ConvertLeadActivities.php© PurgeLookupCache.php> Metadata> C Migrationv D Pipedrive> D OpportunitySyncStrategy› D ProspectSearchStrategy© ApiFields.php© Client.php© FieldDefinitions.php© PipedriveApiClient.php© PipedriveApiException.php© Service.php© TokenStorage.phpv 0 Salesforce> M FioldisUnhandled \ExceptionUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]Salesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpA HS_local [jiminny@localho:W© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] XE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD]© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implements*/A console (EU]50159811399 € >14791480148114821483 C A5 A 119 X3 X9 ^public function matchByName(string $name, ?int $userId = null): ?array{...}/***/* @inheritdocpublic function saveActivity(Activity $activity): Activityswitch (Sactivity->type) {case Activity:: TYPE_CONFERENCE:case Activity: : TYPE_SOFTPHONE:case Activity::TYPE_SOFTPHONE_INBOUND:Sactivity = Sthis->buildCallPayLoad(Sactivity);break;case Activity::TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMesskgePayload($activity);break;return $activity:4 usagesMeddranW Windsurf TeamsD211Go jiminny0841A3 X4 A Vm migrations oi212=213|=214=215216=m teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wi217= 218219220m features;m team_feature:m opportunitie:221=111.222m teams;- 223= 224|1.id, CASEWHEN-225Т2267227— 228229230,id FROM social,on u.id= sa.:1..n<->1: on t.L_id = 1052 and=231— 232=233 vIMaccounts wheiactivities=2341494:49UTF-8C 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vabl100% CHandleHubspotRateLimitTest* :8• Thu 14 May 17:30:12QProject v© ReportController.php© AutomatedReportGenerated.php:=custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.php© CrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO> O Filters© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementspublic function saveActivity(Activity $activity): ActivityA console (EU]› Jobs.D ProspectSearchStrategy• ServiceTraits© DataClient.php5014831498149915001501A5 A119 X3 X9 ^return Sactivity:© DecorateActivity.php4 usages© LocalSearch.php© LocalSearchinterface.php15021510private function convertActivityAssociations(Activity $activity): array{...}© RemoteSearch.php1 usage© Service.php1511private function puildCallPayload(Activity $activity): Activityv C Listeners1512© ConvertLeadActivities.php1513© PurgeLookupCache.php1514> Metadata1515> C Migration1516v @ Pipedrive1517> D OpportunitySyncStrategy1518> D ProspectSearchStrategy1519© ApiFields.php1520© Client.php1521© FieldDefinitions.php1522© PipedriveApiClient.php1523© PipedriveApiException.php1524© Service.php1525© TokenStorage.php1526v 0 Salesforce1527Workspace associated with branch '.JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure...(today 16:17)D211212=213|=214=215)216=217=218IIIl219$type = $this->getCrmType($activity->category);220if ($type === null) {221=throw new Exception( message:'No mapped CRM type in Pipedrive for "'• $activity->category->name=. 222— 223|= 224|-225-226=227228229==230231— 232=233 v=2341511:22Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENSdata = ['done' => 1,'user_id' = Sthis->profile-›crm_provider_id,'due_time' => Sactivity->scheduled_start_time->format( format: 'H:i'),'due_date' => Sactivity-›scheduled_start_time->toDateStringo,idFROMsocial,1 on u.id= sa.:1..n<->1: on t.Lid= 1052 and'duration' => gmdate( format: 'H:i', Sactivity->duration),'type' => $type->value,'subject' => $this->generateActivityTitle($activity),'note' => $this->generateActivityDescription(Sactivity),IMaccounts wheiactivities] + $this->fetchCustomFieldData(Sactivity,objecttype: Field::0BJECT_TASK)1.00104418401/444104441648641W Windsurf TeamsUTF-8Co 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vabl100% CHandleHubspotRateLimitTest* :8• Thu 14 May 17:30:12QProject v© ReportController.php© AutomatedReportGenerated.php:=custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.php© CrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO> O Filters© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementspublic function saveActivity(Activity $activity): ActivityA console (EU]› Jobs.D ProspectSearchStrategy• ServiceTraits© DataClient.php5014831498149915001501A5 A119 X3 X9 ^return Sactivity:© DecorateActivity.php4 usages© LocalSearch.php© LocalSearchinterface.php15021510private function convertActivityAssociations(Activity $activity): array{...}© RemoteSearch.php1 usage© Service.php1511private function puildCallPayload(Activity $activity): Activityv C Listeners1512© ConvertLeadActivities.php1513© PurgeLookupCache.php1514> Metadata1515> C Migration1516v @ Pipedrive1517> D OpportunitySyncStrategy1518> D ProspectSearchStrategy1519© ApiFields.php1520© Client.php1521© FieldDefinitions.php1522© PipedriveApiClient.php1523© PipedriveApiException.php1524© Service.php1525© TokenStorage.php1526v 0 Salesforce1527Workspace associated with branch '.JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure...(today 16:17)D211212=213|=214=215)216=217=218IIIl219$type = $this->getCrmType($activity->category);220if ($type === null) {221=throw new Exception( message:'No mapped CRM type in Pipedrive for "'• $activity->category->name=. 222— 223|= 224|-225-226=227228229==230231— 232=233 v=2341511:22Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENSdata = ['done' => 1,'user_id' = Sthis->profile-›crm_provider_id,'due_time' => Sactivity->scheduled_start_time->format( format: 'H:i'),'due_date' => Sactivity-›scheduled_start_time->toDateStringo,idFROMsocial,1 on u.id= sa.:1..n<->1: on t.Lid= 1052 and'duration' => gmdate( format: 'H:i', Sactivity->duration),'type' => $type->value,'subject' => $this->generateActivityTitle($activity),'note' => $this->generateActivityDescription(Sactivity),IMaccounts wheiactivities] + $this->fetchCustomFieldData(Sactivity,objecttype: Field::0BJECT_TASK)1.00104418401/444104441648641W Windsurf TeamsUTF-8Co 4 spaces...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769013349_m2.jpg...
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PhpStorm
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faVsco.js – Pipedrive/Service.php
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:34Yesterday at 13.33Yesterdav at 13:33Yesterday at 13:32Yesterday at 13:32Yesterday at 13:31Yesterday at 13.30Yesterday at 13:29Yesterday at 13:29resterday at 15.2oYesterdav at 13:28Yesterday at 13:27Yesterday at 13:26Yesterday at 13:26resterday at 13-40Yesterdav at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.20Yesterdav at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:16Yesterday at 13:16Yesterday at 13.10Yesterdav at 13:15Yesterday at 13:14Yesterday at 13:13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13.12Yesterdav at 13:11Yesterday at 13:11Yesterday at 13:10Yesterday at 13:09Yesterday at 13:09Yesterday at 13.08Yocterdav at 12:08Yesterday at 13:07Yesterdav at 13:0616 K:MPEG-4 movie17 KBMPEG-4 movie29 KBMPEG-4 movieMPEG-4 movie12 KE9 KBMPE0"4 movie8 K:37 KBMPEG-4 movie10 KBIKBnMP2G-4 movie8 KBMPEG-4 movie9 KB8 KBMPEG-4 movie72 K:14 KBMPEG-4 movie13 KBMPEG-4 movie18 KBMPEG-4 movie12 KB10 KBMPEG-4 movie16 KEMPEG-4 movie6 KB MPEG-4 movie6 KB12 KB|MPEG-4 movie23 KBMPEG-4 movieMPEG-4 movie6KEMPEG-4 movie11 KBMPEG-4 movie11 KBMPEG-4 movie20 K:MPEG-4 movie34 KBMPEG-4 movie10 KB7 KBMPEG-4 movie5KPMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 K:MPEG-4 movie102 KBMPEG-4 movie88 KB59 KBO9 KRMPEG-4 movieMDEG-A movie97 KB66 KBMPEG-4 movie44K:MPSG-A movid93 KBMPEG-4 movie78 KB50 KB59 KPMPEG-4 movieMPEG-4 movie27 KBMPEG-4 movie12 K:32 KBMPEG-4 movie17 KB19K8MPEG-4 movie• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfB Rovaix Famly Treo gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.54 GB availabld• Inu 14 Mаy 1/.30-12Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:34Yesterday at 13.33Yesterdav at 13:33Yesterday at 13:32Yesterday at 13:32Yesterday at 13:31Yesterday at 13.30Yesterday at 13:29Yesterday at 13:29resterday at 15.2oYesterdav at 13:28Yesterday at 13:27Yesterday at 13:26Yesterday at 13:26resterday at 13-40Yesterdav at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.20Yesterdav at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:16Yesterday at 13:16Yesterday at 13.10Yesterdav at 13:15Yesterday at 13:14Yesterday at 13:13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13.12Yesterdav at 13:11Yesterday at 13:11Yesterday at 13:10Yesterday at 13:09Yesterday at 13:09Yesterday at 13.08Yocterdav at 12:08Yesterday at 13:07Yesterdav at 13:0616 K:MPEG-4 movie17 KBMPEG-4 movie29 KBMPEG-4 movieMPEG-4 movie12 KE9 KBMPE0"4 movie8 K:37 KBMPEG-4 movie10 KBIKBnMP2G-4 movie8 KBMPEG-4 movie9 KB8 KBMPEG-4 movie72 K:14 KBMPEG-4 movie13 KBMPEG-4 movie18 KBMPEG-4 movie12 KB10 KBMPEG-4 movie16 KEMPEG-4 movie6 KB MPEG-4 movie6 KB12 KB|MPEG-4 movie23 KBMPEG-4 movieMPEG-4 movie6KEMPEG-4 movie11 KBMPEG-4 movie11 KBMPEG-4 movie20 K:MPEG-4 movie34 KBMPEG-4 movie10 KB7 KBMPEG-4 movie5KPMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 K:MPEG-4 movie102 KBMPEG-4 movie88 KB59 KBO9 KRMPEG-4 movieMDEG-A movie97 KB66 KBMPEG-4 movie44K:MPSG-A movid93 KBMPEG-4 movie78 KB50 KB59 KPMPEG-4 movieMPEG-4 movie27 KBMPEG-4 movie12 K:32 KBMPEG-4 movie17 KB19K8MPEG-4 movie• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfB Rovaix Famly Treo gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.54 GB availabld• Inu 14 Mаy 1/.30-12Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769015031_m1.jpg...
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faVsco.js – Pipedrive/Service.php
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vProject v© ReportController.php© AutomatedReportGenerated.phpabl100% CHandleHubspotRateLimitTest* :8• Thu 14 May 17:30:14QTrackAutomatedReportGeneratedEvent.phpPlaybackController.php:=custom.log© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.php© CrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18.••> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO> O Filters© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementspublic function saveActivity(Activity $activity): ActivityA console (EU]› Jobs.> D ProspectSearchStrategy• ServiceTraits© DataClient.php5014831498149915001501A5 A119 X3 X9 ^return Sactivity:© DecorateActivity.php4 usages© LocalSearch.php© LocalSearchinterface.php15021510private function convertActivityAssociations(Activity $activity): array{...}© RemoteSearch.php1 usage© Service.php1511private function buildCallPayload(Activity $activity): Activityv C Listeners1512© ConvertLeadActivities.php1513© PurgeLookupCache.php1514> Metadata1515> C Migration1516v @ Pipedrive1517> D OpportunitySyncStrategy1518> D ProspectSearchStrategy1519© ApiFields.php1520© Client.php1521© FieldDefinitions.php1522© PipedriveApiClient.php1523© PipedriveApiException.php1524© Service.php1525© TokenStorage.php1526v 0 Salesforce1527D211212=213=214=215)216=217= 218IIII219$type = $this->getCrmType($activity->category);220if ($type === null) {221=throw new Exception( message:'No mapped CRM type in Pipedrive for "'• $activity->category->name=. 222— 223|= 224|-225- 226=227- 228U229=230231— 232=233 v=234Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENSdata = ['done' => 1,'user_id' = Sthis->profile-›crm_provider_id,'due_time' => Sactivity->scheduled_start_time->format( format: 'H:i'),'due_date' => Sactivity-›scheduled_start_time->toDateStringo,idFROMsocial,1 on u.id= sa.:1..n<->1: on t.Lid = 1052 and'duration' => gmdate( format:'H:i', Sactivity->duration),'typel' => $type->value,'subject' => $this->generateActivityTitle($activity),'note' => $this->generateActivityDescription(Sactivity),IMaccounts wheiactivities] + $this->fetchCustomFieldData(Sactivity,objecttype: Field::0BJECT_TASK)1.0104418401/404100441048646Workspace associated with branch '.JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure...(today 16:17)W Windsurf Teams1524:18 (4 chars)UTF-8Co 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vProject v© ReportController.php© AutomatedReportGenerated.phpabl100% CHandleHubspotRateLimitTest* :8• Thu 14 May 17:30:14QTrackAutomatedReportGeneratedEvent.phpPlaybackController.php:=custom.log© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.php© CrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18.••> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO> O Filters© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementspublic function saveActivity(Activity $activity): ActivityA console (EU]› Jobs.> D ProspectSearchStrategy• ServiceTraits© DataClient.php5014831498149915001501A5 A119 X3 X9 ^return Sactivity:© DecorateActivity.php4 usages© LocalSearch.php© LocalSearchinterface.php15021510private function convertActivityAssociations(Activity $activity): array{...}© RemoteSearch.php1 usage© Service.php1511private function buildCallPayload(Activity $activity): Activityv C Listeners1512© ConvertLeadActivities.php1513© PurgeLookupCache.php1514> Metadata1515> C Migration1516v @ Pipedrive1517> D OpportunitySyncStrategy1518> D ProspectSearchStrategy1519© ApiFields.php1520© Client.php1521© FieldDefinitions.php1522© PipedriveApiClient.php1523© PipedriveApiException.php1524© Service.php1525© TokenStorage.php1526v 0 Salesforce1527D211212=213=214=215)216=217= 218IIII219$type = $this->getCrmType($activity->category);220if ($type === null) {221=throw new Exception( message:'No mapped CRM type in Pipedrive for "'• $activity->category->name=. 222— 223|= 224|-225- 226=227- 228U229=230231— 232=233 v=234Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENSdata = ['done' => 1,'user_id' = Sthis->profile-›crm_provider_id,'due_time' => Sactivity->scheduled_start_time->format( format: 'H:i'),'due_date' => Sactivity-›scheduled_start_time->toDateStringo,idFROMsocial,1 on u.id= sa.:1..n<->1: on t.Lid = 1052 and'duration' => gmdate( format:'H:i', Sactivity->duration),'typel' => $type->value,'subject' => $this->generateActivityTitle($activity),'note' => $this->generateActivityDescription(Sactivity),IMaccounts wheiactivities] + $this->fetchCustomFieldData(Sactivity,objecttype: Field::0BJECT_TASK)1.0104418401/404100441048646Workspace associated with branch '.JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure...(today 16:17)W Windsurf Teams1524:18 (4 chars)UTF-8Co 4 spaces...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769016942_m2.jpg...
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Jiminny... ~ActivityFilesLater@ jiminny-x-integrat Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeavev Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:34Yesterday at 13.33Yesterdav at 13:33Yesterday at 13:32Yesterday at 13:32Yesterday at 13:31Yesterday at 13.30Yesterdav at 13:29Yesterday at 13:29resterday at 15.2oYesterdav at 13:28Yesterday at 13:27Yesterday at 13:26Yesterdav at 13:26resterday at 13-40Yesterdav at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.20Yesterdav at 13:20Yesterdav at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:16Yesterdav at 13:16Yesterday at 13.10Yesterdav at 13:15Yesterday at 13:14Yesterday at 13:13Yecterdav at 12:12Yesterdav at 13:12Yesterday at 13.12Yesterdav at 13:11Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:00Yesterdav at 13:09Yesterday at 13.08Yocterdav at 12:08Yesterdav at 13:07Yesterdav at 13:0616 K:MPEG-4 movie17 KB29 KBMDEG-A movieMPEG-4 movieMPEG-4 movie12 KE9 KBMPE0"4 movie8 K:37 KB10 KBIKBnMDSG-A movieMP2G-4 movie8 KBI9 KB8 KB72 K:MPEG-4 movieMPEG-4 movie14 KB13 KBMoECA movieMPEG-4 movie18 KBI12 KB10 KBMPEG-1 movidMPEG-4 movie16 KEMPEG-4 movie6 KB MPEG-4 movie6 KB12 KB|MPEG-4 movie23 KBMDSG.A movicMPEG-4 movie6KE11 KBMPEG-4 movieMPEG-4 movie11 KBMPEG-4 movie20 K:MPEG-4 movie2AKR10 KB7 KBMDEGA movidMPEG-4 movie5KPMDEG-A movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 K:102 KB88 KB59 KBMPEG-4 movieMDEC.A moviaMPEG-4 movieO9 KR97 KB66 KBMDEG-A movieMPEG-4 movie44K:MPSG-A movid93 KBMPEG-4 movie78 KB50 KB59 KPMPEG-4 movieMDEG.A movio27 KBMPEG-4 movie12 K:32 KBMDEC A movid17 KB19K8MPEG-4 movie• • CFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfP Kdf-a,k Ffmiv Tree.sebitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик iро• Dhotac 2.001Q SearchKind00,4 MD55.9 MBinstdlle..dckageAlfred...ferences10,1 MB10,1 MBIL MBDisk ImageDisk ImageLiP archive6.6 MBZIp archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDE Document140 KbZIP archive148 KВ148 KB122 KBZIP archivelZIP archiveXML document111 KBAlfred...ferences94 KBDDE Documont92 KBPDr DocumentK:PDF Document91 KB91 KBXML document30 KBn0kpDDE Nocumont28 KBPDF Document28 KRPDE Document28 KB27 KBDocument14 KB11 KB6 KB6KBJSONINCV NacumontZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBVAMI dosumon1 KB029 buteccSV Documenthttlicence183 bytesZero butesJSONAlfrod foronso!Zero bytesFolde1.9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.53 GB availabld• Inu 14 May 1/.30-10Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Jiminny... ~ActivityFilesLater@ jiminny-x-integrat Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeavev Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:34Yesterday at 13.33Yesterdav at 13:33Yesterday at 13:32Yesterday at 13:32Yesterday at 13:31Yesterday at 13.30Yesterdav at 13:29Yesterday at 13:29resterday at 15.2oYesterdav at 13:28Yesterday at 13:27Yesterday at 13:26Yesterdav at 13:26resterday at 13-40Yesterdav at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.20Yesterdav at 13:20Yesterdav at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:16Yesterdav at 13:16Yesterday at 13.10Yesterdav at 13:15Yesterday at 13:14Yesterday at 13:13Yecterdav at 12:12Yesterdav at 13:12Yesterday at 13.12Yesterdav at 13:11Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:00Yesterdav at 13:09Yesterday at 13.08Yocterdav at 12:08Yesterdav at 13:07Yesterdav at 13:0616 K:MPEG-4 movie17 KB29 KBMDEG-A movieMPEG-4 movieMPEG-4 movie12 KE9 KBMPE0"4 movie8 K:37 KB10 KBIKBnMDSG-A movieMP2G-4 movie8 KBI9 KB8 KB72 K:MPEG-4 movieMPEG-4 movie14 KB13 KBMoECA movieMPEG-4 movie18 KBI12 KB10 KBMPEG-1 movidMPEG-4 movie16 KEMPEG-4 movie6 KB MPEG-4 movie6 KB12 KB|MPEG-4 movie23 KBMDSG.A movicMPEG-4 movie6KE11 KBMPEG-4 movieMPEG-4 movie11 KBMPEG-4 movie20 K:MPEG-4 movie2AKR10 KB7 KBMDEGA movidMPEG-4 movie5KPMDEG-A movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 K:102 KB88 KB59 KBMPEG-4 movieMDEC.A moviaMPEG-4 movieO9 KR97 KB66 KBMDEG-A movieMPEG-4 movie44K:MPSG-A movid93 KBMPEG-4 movie78 KB50 KB59 KPMPEG-4 movieMDEG.A movio27 KBMPEG-4 movie12 K:32 KBMDEC A movid17 KB19K8MPEG-4 movie• • CFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfP Kdf-a,k Ffmiv Tree.sebitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март 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13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? 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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
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faVsco.js – Pipedrive/Service.php
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Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry 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Statements","depth":4,"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"3","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"4","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.28224733,"top":1.0,"width":0.024268618,"height":-0.04788506},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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3865544371963712397
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-7980155751442543530
|
click
|
accessibility
|
NULL
|
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.2962101,"top":1.0,"width":0.03856383,"height":-0.019952059},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"#12066 on JY-20725-handle-HS-search-rate-limit, menu","depth":5,"bounds":{"left":0.33477393,"top":1.0,"width":0.122340426,"height":-0.019952059},"on_screen":true,"help_text":"Pull request #12066 exists for current branch JY-20725-handle-HS-search-rate-limit, but local branch is out of sync with remote","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"bounds":{"left":0.5731383,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"HandleHubspotRateLimitTest","depth":6,"bounds":{"left":0.5884308,"top":1.0,"width":0.076130316,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'HandleHubspotRateLimitTest'","depth":6,"bounds":{"left":0.66456115,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'HandleHubspotRateLimitTest'","depth":6,"bounds":{"left":0.67586434,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.6871675,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.7150931,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"bounds":{"left":0.72639626,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.73769945,"top":1.0,"width":0.011303191,"height":-0.019952059},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-7051436856496256053
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click
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hybrid
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NULL
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Jiminny... ~ActivityFilesLater@ jiminny-x-integrati• plattorm-inner-teamE Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity lab# engineering# general#jiminny-bgac nlattorm-nckets# product launches# random# releases# sofia-officed sunport# thank-yous# the people of iimi... Direct messages• 8la 62% Galya Dimitrovavasil VasilevM Stefka StovanovaSg: Todor StamatovMario GeorgievNiudlay lanay. James Graham "* Stoyan Tanevo Stelivan Georgiev( Petko Kashinski*. Lukas Kovali...::: AnnsToastS lira Gloud6d Huddle with Aneliva Angelova* Aneliya Angelova &• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preuiew in sact[HubSpotl Optimise CRM rematct(7 OpenRosdy for OA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira* SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle (LIVE 4:06 PMAneliva Angelova is here toolAneliva Angelova 4:44 PN11512582Lukas Kovalik M 5.16 PNcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-vne' annlication/ison'--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeavev Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterdav at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterdav at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Voctorday at 12:22Yesterday at 13.21Yesterdav at 13:20Yesterdav at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterdav at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterdav at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterdav at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KB17 KB29 Kb6 KE12 KB9 KB7 K:MDEG-A movieMPEG-4 movieMPEG-4 movieMPE0"4 movie8 KBMDSG-A movie37 KB10 KbMP2G-4 movie7 KBI8 KBMPEG-4 movieMPEG-4 movie8 K:72 KB14 KE13 K:MoECh movioMPEG-4 movieO KRI18 KB12 KBMPEG-1 movidMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KB23 KB8 KBMDSG.A movicMPEG-4 movie6KE6 KBMPEG-4 movieMPEG-4 movie11 KB11 K:MPEG-4 movie20 kRMDEC A movid10 KBMPEG-4 movie7 KPMDEG-A movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KB111 KB102 KB88 KBMPEG-4 movieMDEC.A movialMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMDEG.A movio58 KB27 KBMPEG-4 movie7KP12 KBMADECA movid32 KB17 K8MPEG-4 movieFavourites• jiminny• Recents* ApplicationsiCloud• iCloud Drive992 Svnc tolde0 DXP4800PLUS-B5F49 Networl• CRMI• Orange• Red|• Yellow• Green• Purple•) All lags..IhlDownloadsNameLoom.pkgAlfred copv.alfredoreterences=KeychronAssist-1.0.2 (1).dmeKeychronAssist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zip• Transcript.pd→mage U.loge1 Orioninstaller.dma_image.jpg- image (2).1pc• ПO-22221726037035-004-001_ORGES.pdf%D0%9F%D0%9E-22221726037035-004-001 archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt= 27022026_0000000026574472_ SWIFT_ [IBAN].pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001reportxmmi=pdt.odiB pdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonlKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst aid_notes_complete.docxrenortl2).esv1 config.vmlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.isonnokc.901a6502.6667.A62h-062 ccu•AlfredwPmazanoko.imnaoc.YWIfана Ковалик.jpg•искане даниел Ковалик..pg• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик iро• Dhotac 2.001Q SearchKind00,4 MD55.9 MBinstdlle..dckageAlfred...ferences10,1 MB10,1 MBIL MBDisk ImageDisk ImageLiP archive6.6 MBZIp archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDE Document140 KbZIP archive148 KВ148 KB122 KBZIP archivelZIP archiveXML document111 KBAlfred...ferences94 KBDDE Documont92 KBPDr DocumentK:PDF Document91 KB91 KBXML document30 KBn0kpDDE Nocumont28 KBPDF Document28 KRPDE Document28 KB27 KBDocument14 KB11 KB6 KB6KBJSONINCV NacumontZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBVAMI dosumon1 KB029 buteccSV Documenthttlicence183 bytesZero butesJSONAlfrod foronso!Zero bytesFolde1.9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.53 GB availabld• Inu 14 May 1/.30.L4Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 ,Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3712 Goh 2006 9t 11:5 A1Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nau 2025 4+ 17:506 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0419 Mar 2026 at 11:55|10 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:362616 Oct 2025 aт 16:0122 Aar 2026 at 12:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
[{"role":"AXButton","text" [{"role":"AXButton","text":"Project: faVsco.js, menu","depth":5,"bounds":{"left":0.054166667,"top":0.027777778,"width":0.08055556,"height":0.035555556},"on_screen":true,"help_text":"~/jiminny/app","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"#12066 on JY-20725-handle-HS-search-rate-limit, menu","depth":5,"bounds":{"left":0.13472222,"top":0.027777778,"width":0.25555557,"height":0.035555556},"on_screen":true,"help_text":"Pull request #12066 exists for current branch JY-20725-handle-HS-search-rate-limit, but local branch is out of sync with remote","role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Start Listening for PHP Debug Connections","depth":5,"bounds":{"left":0.6326389,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"HandleHubspotRateLimitTest","depth":6,"bounds":{"left":0.6645833,"top":0.027777778,"width":0.15902779,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Run 'HandleHubspotRateLimitTest'","depth":6,"bounds":{"left":0.82361114,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Debug 'HandleHubspotRateLimitTest'","depth":6,"bounds":{"left":0.8472222,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"More Actions","depth":6,"bounds":{"left":0.87083334,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"JetBrains AI","depth":5,"bounds":{"left":0.9291667,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Search Everywhere","depth":5,"bounds":{"left":0.9527778,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"IDE and Project Settings","depth":5,"bounds":{"left":0.9763889,"top":0.027777778,"width":0.023611112,"height":0.035555556},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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2586234742233688171
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-7051436856496256053
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click
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hybrid
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NULL
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vProject v© ReportController.php© AutomatedReportGenerated.phpablHandleHubspotRateLimitTest100% C8• Thu 14 May 17:30:22* :Q:=custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.php© SyncFieldAction.php© SyncRelatedActivityManage© WebhookSyncBatchProcessv D IntegrationApp18.••> O Accessors> Api|> D Config> DDTO> O Filters› Jobs.> D ProspectSearchStrategy• ServiceTraits© DataClient.php© DecorateActivity.php© LocalSearch.php© LocalSearchinterface.php© RemoteSearch.php© Service.phpv C Listeners© ConvertLeadActivities.php© PurgeLookupCache.php> Metadata> C Migrationv D Pipedrive> D OpportunitySyncStrategy› D ProspectSearchStrategy© ApiFields.php© Client.php© FieldDefinitions.php© PipedriveApiClient.php© PipedriveApiException.php© Service.php© TokenStorage.phpv 0 Salesforce> M FioldisUnhandled \ExceptionUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]Salesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpA HS_local [jiminny@localho:W© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] XE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD]© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implements*/A console (EU]50159811399 C >14791480148114821483 C A5 A 119 X3 X9 ^public function matchByName(string $name, ?int $userId = null): ?array{...}/***/* @inheritdocpublic function saveActivity(Activity $activity): Activityswitch (Sactivity->type) {case Activity:: TYPE_CONFERENCE:case Activity: : TYPE_SOFTPHONE:case Activity::TYPE_S0FTPHONE_INBOUND:Sactivity = $this->buildCallPayload($activity);break;case Activity::TYPE_SMS_INBOUND:case Activity::TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload(Sactivity);break;return $activity:4 usagesW Windsurf TeamsD211Go jiminny0841A3 X4 A Vm migrations oi212=213|=214=215216=m teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wi217=218219220m features;m team_feature:m opportunitie:III221III11.222m teams;- 223= 224|1.id, CASEWHEN-225226- 227= 228229=230idFROMsocial,on u.id= sa.:1..n<->1: on t.L_id = 1052 and=231— 232=233 vIMaccounts wheiactivities=2341489:46UTF-8C. 4 spaces...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zipD report(2) xmlAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentPDF Document91 KB91 KB30 KB29 KBXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/.30.49Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zipD report(2) xmlAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentPDF Document91 KB91 KB30 KB29 KBXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/.30.49Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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PhpStorm•Project vFileEditViewNavigateCodeLaravelR PhpStorm•Project vFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpFV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vabl100% СHandleHubspotRateLimitTest8• Thu 14 May 17:30:29* :Q© AutomatedReportGenerated.php:= custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php.••> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.php50classService extendsBaseService implements> O Filters153185 A 119 ×3 X9 ^D› Jobs.1532C ProspectSearchStrategy1 usage211• ServiceTraits1533privatefunctionpuildTextMessagePayload(Activity $activity): Activity212© DataClient.php=213© DecorateActivity.php15341535$type = $this->getCrmType(Sactivity->category):=214© LocalSearch.php1536if ($type === null) {=215© LocalSearchinterface.php1537throw new Exception( message:'No mapped CRM type in Pipedrive for "' . $activity->category->name→ 216© RemoteSearch.php1538-217© Service.php1539218v C Listeners1540$data = [: 219© ConvertLeadActivities.php1541'done' => 1,E220© PurgeLookupCache.php1542'user_id' => $this->profile->crm_provider_id,— 221> Metadata-222221543'due_time' => $activity->created_at->format( format: 'H:i'),> C Migration1544'due_date' => $activity->created_at->toDateString(),•223v @ Pipedrive— 2241545'type' => $type->value,> D OpportunitySyncStrategy1546'subject' = Sthis->generateActivityTitle(Sactivity),— 225> D ProspectSearchStrategy1547=226'note' => Sthis->generateActivityDescription(Sactivity),© ApiFields.php1548] + $this->convertActivityAssociations($activity);— 227© Client.php2281549© FieldDefinitions.php1550return Sthis-›upsertActivity(Sactivity, $data);© PipedriveApiClient.php72291551• 230© PipedriveApiException.php= 2311552© Service.php2322 usages© TokenStorage.php1553private function upsertActivity(Activity $activity, array $data): Activity{...}= 233 vv 0 Salesforce1576=234> M FioldsWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENidFROMsocial.1 on u.id= sa.:1..n<->1: on t.Lid = 1052 andIMaccounts wheiactivities1533:22UTF-8Co 4 spaces...
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PhpStorm•Project vFileEditViewNavigateCodeLaravelR PhpStorm•Project vFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpFV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vabl100% СHandleHubspotRateLimitTest8• Thu 14 May 17:30:29* :Q© AutomatedReportGenerated.php:= custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php.••> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.php50classService extendsBaseService implements> O Filters153185 A 119 ×3 X9 ^D› Jobs.1532C ProspectSearchStrategy1 usage211• ServiceTraits1533privatefunctionpuildTextMessagePayload(Activity $activity): Activity212© DataClient.php=213© DecorateActivity.php15341535$type = $this->getCrmType(Sactivity->category):=214© LocalSearch.php1536if ($type === null) {=215© LocalSearchinterface.php1537throw new Exception( message:'No mapped CRM type in Pipedrive for "' . $activity->category->name→ 216© RemoteSearch.php1538-217© Service.php1539218v C Listeners1540$data = [: 219© ConvertLeadActivities.php1541'done' => 1,E220© PurgeLookupCache.php1542'user_id' => $this->profile->crm_provider_id,— 221> Metadata-222221543'due_time' => $activity->created_at->format( format: 'H:i'),> C Migration1544'due_date' => $activity->created_at->toDateString(),•223v @ Pipedrive— 2241545'type' => $type->value,> D OpportunitySyncStrategy1546'subject' = Sthis->generateActivityTitle(Sactivity),— 225> D ProspectSearchStrategy1547=226'note' => Sthis->generateActivityDescription(Sactivity),© ApiFields.php1548] + $this->convertActivityAssociations($activity);— 227© Client.php2281549© FieldDefinitions.php1550return Sthis-›upsertActivity(Sactivity, $data);© PipedriveApiClient.php72291551• 230© PipedriveApiException.php= 2311552© Service.php2322 usages© TokenStorage.php1553private function upsertActivity(Activity $activity, array $data): Activity{...}= 233 vv 0 Salesforce1576=234> M FioldsWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENidFROMsocial.1 on u.id= sa.:1..n<->1: on t.Lid = 1052 andIMaccounts wheiactivities1533:22UTF-8Co 4 spaces...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
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Code changed:...
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visual_change
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NULL
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings
Sync Changes
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Code changed:
PhpStorm•Project vFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpFV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vablHandleHubspotRateLimitTest100% С8• Thu 14 May 17:30:31Q© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessv D IntegrationApp18.••> O Accessors> Api|Salesforce/Service.php© ActivityPlaybookTrait.phpE.envT LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpA HS_local [jiminny@localho:W©.CrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] XDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD]> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.phpclassService extendsBaseService implementsA console (EU]> O Filters› Jobs.501531153285 A 119 ×3 X9 ^C ProspectSearchStrategy• ServiceTraits1 usageprivatefunction buildTextMessagePayload(Activity Sactivity): Activity© DataClient.php© DecorateActivity.php© LocalSearch.php© LocalSearchinterface.php© RemoteSearch.php© Service.phpv C Listeners© ConvertLeadActivities.php© PurgeLookupCache.php> Metadata> C Migrationv @ Pipedrive> D OpportunitySyncStrategy> D ProspectSearchStrategy© ApiFields.php© Client.php© FieldDefinitions.php© PipedriveApiClient.php© PipedriveApiException.php Cascade 2 ClCommand 281ExtractSurround/esaata = l'done' => 1,'user_id' => $this->profile->crm_provider_id,'due_time' => $activity->created_at->format( format:'H:i'),'due_date' => $activity->created_at->toDateString(),'type' => $type->value,'subject' = Sthis->generateActivityTitle(Sactivity),'note' => Sthis->generateActivityDescription(Sactivity),] + $this->convertActivityAssociations($activity);© Service.php2 usages© TokenStorage.phpv 0 Salesforce15531576private function upsertActivity(Activity $activity, array $data): Activity{...}D211212=213$type = $this->getCrmType(Sactivity->category):=214if ($type === null) €=:215throw new Exception( message:'No mappedCRM type in Pipedrive for "' . $activity->category->name=216217218219E220— 221-22222•223— 224— 225=226— 227228229• 230= 231232= 233 v=234Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;team_feature:m opportunitie:teams;1.id,CASEWHENreturn Sthis-›upsertActivity(Sactivity, $data);idFROMsocial,i on u.id= sa.:1..n<->1: on t.Lid= 1052 andIMaccounts wheiactivities> M FioldsWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams1538:10 (195 chars, 3 line breaks)UTF-8Co 4 spaces...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
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Code changed:
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . 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'#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n 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Highlighted Error","depth":4,"bounds":{"left":0.9458333,"top":0.3422222,"width":0.015277778,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.9611111,"top":0.3422222,"width":0.014583333,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.025,"top":0.06666667,"width":0.050694443,"height":0.034444444},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
3865544371963712397
|
-7980155751442543530
|
click
|
accessibility
|
NULL
|
Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
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Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n 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Statements","depth":4,"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"3","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"4","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.28224733,"top":1.0,"width":0.024268618,"height":-0.04788506},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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3865544371963712397
|
-7980155751442543530
|
click
|
accessibility
|
NULL
|
Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTest100% С8• Thu 14 May 17:30:35QProject v© ReportController.php© AutomatedReportGenerated.php:= custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php.••> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.php50classService extendsBaseService implements> O Filters153185 A 119 ×3 X9 ^D› Jobs.1532C ProspectSearchStrategy1 usage211• ServiceTraits1533privatefunction buildTextMessagePayload(Activity Sactivity): Activity212© DataClient.php=213© DecorateActivity.php15341535$type = $this->getCrmType(Sactivity->category);=214© LocalSearch.php1536if ($type === null) {=215© LocalSearchinterface.php1537throw new Exception( message:'No mapped CRM type in Pipedrive for "' . $activity->category->name→ 216© RemoteSearch.php1538-217© Service.php1539218v C Listeners1540$data = [219© ConvertLeadActivities.php1541'done' => 1,E220© PurgeLookupCache.php1542'user_id' => $this->profile->crm_provider_id,=221> Metadata1543'due_time' => $activity->crepted_at->format( format: 'H:i'),:222> C Migration1544'due_date' => $activity->created_at->toDateString(),223v @ Pipedrive1545'type' => $type->value,— 224> D OpportunitySyncStrategy1546'subject' = Sthis->generateActivityTitle(Sactivity),— 225> D ProspectSearchStrategy1547=226'note' => Sthis->generateActivityDescription(Sactivity),© ApiFields.php1548] + $this->convertActivityAssociations($activity);— 227© Client.php2281549© FieldDefinitions.phpT:2291550return Sthis-›upsertActivity(Sactivity, $data);© PipedriveApiClient.php- 2301551© PipedriveApiException.php= 2311552© Service.php2322 usages© TokenStorage.php1553private function upsertActivity(Activity $activity, array $data): Activity{...}= 233 vv 0 Salesforce1576=234> M FioldsWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENidFROMsocial.1 on u.id= sa.:1..n<->1: on t.Lid= 1052 andIMaccounts wheiactivitiesW Windsurf Teams1543:41UTF-8Co 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTest100% С8• Thu 14 May 17:30:35QProject v© ReportController.php© AutomatedReportGenerated.php:= custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpPlainTextDecorateActivity.phpv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php.••> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.php50classService extendsBaseService implements> O Filters153185 A 119 ×3 X9 ^D› Jobs.1532C ProspectSearchStrategy1 usage211• ServiceTraits1533privatefunction buildTextMessagePayload(Activity Sactivity): Activity212© DataClient.php=213© DecorateActivity.php15341535$type = $this->getCrmType(Sactivity->category);=214© LocalSearch.php1536if ($type === null) {=215© LocalSearchinterface.php1537throw new Exception( message:'No mapped CRM type in Pipedrive for "' . $activity->category->name→ 216© RemoteSearch.php1538-217© Service.php1539218v C Listeners1540$data = [219© ConvertLeadActivities.php1541'done' => 1,E220© PurgeLookupCache.php1542'user_id' => $this->profile->crm_provider_id,=221> Metadata1543'due_time' => $activity->crepted_at->format( format: 'H:i'),:222> C Migration1544'due_date' => $activity->created_at->toDateString(),223v @ Pipedrive1545'type' => $type->value,— 224> D OpportunitySyncStrategy1546'subject' = Sthis->generateActivityTitle(Sactivity),— 225> D ProspectSearchStrategy1547=226'note' => Sthis->generateActivityDescription(Sactivity),© ApiFields.php1548] + $this->convertActivityAssociations($activity);— 227© Client.php2281549© FieldDefinitions.phpT:2291550return Sthis-›upsertActivity(Sactivity, $data);© PipedriveApiClient.php- 2301551© PipedriveApiException.php= 2311552© Service.php2322 usages© TokenStorage.php1553private function upsertActivity(Activity $activity, array $data): Activity{...}= 233 vv 0 Salesforce1576=234> M FioldsWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]Go jiminny0841A3 X4 A Vm migrations oim teams wherem crm_layouts !iM crm_layout_eiIM crm_fields Wim features;m team_feature:m opportunitie:m teams;1.id, CASEWHENidFROMsocial.1 on u.id= sa.:1..n<->1: on t.Lid= 1052 andIMaccounts wheiactivitiesW Windsurf Teams1543:41UTF-8Co 4 spaces...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769036042_m2.jpg...
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PhpStorm
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faVsco.js – Pipedrive/Service.php
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/.30•32Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/.30•32Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769038020_m1.jpg...
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PhpStorm
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faVsco.js – Pipedrive/Service.php
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit K vProject vReportController.php© AutomatedReportGenerated.phpablHandleHubspotRateLimitTest100% С8• Thu 14 May 17:30:37Q:= custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD].••> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.phpA console (EU]50classService extendsBaseService implements> O Filters1531A5 A 119 X3 X9 ^DGo jiminny› Jobs.15320841A3 X4 A VC ProspectSearchStrategy1 usage211m migrations oi• ServiceTraits1533privatefunction buildTextMessagePayload(Activity Sactivity): Activity212© DataClient.php=213m teams where© DecorateActivity.php15341535Stype = $this->getCrmType(Sactivity->category);- 214m crm_layouts !© LocalSearch.php1536=215iM crm_layout_ei© LocalSearchinterface.php1537Annotate with Git Blameage:'No mapped CRM type in Pipedrive for "'• $activity->category->name→ 216IM crm_fields Wi© RemoteSearch.php1538Add Bookmark₴8F2© Service.php1539Add Mnemonic Bookmark...TF3-217218m features;v C Listeners: 2191540© ConvertLeadActivities.phpSoft-Wrap1 28;1541E220m team_feature:m opportunitie:© PurgeLookupCache.php1542Configure Soft Wraps...— 221.Le->crm_provider_id,> Metadata-222221543Appearance•created_at->format( format: 'H:i'),m teams;> C Migration•2231544Configure Gutter Icons...v @ Pipedrive•created_at->toDateString,— 22415451.id, CASEWHEN> D OpportunitySyncStrategy"IM™1546'subject' => Sthis->generateActivityTitle(Sactivity),— 225> D ProspectSearchStrategy1547=226'note' => Sthis->generateActivityDescription(Sactivity),© ApiFields.php1548] + $this->convertActivityAssociations($activity);= 227idFROMsocial.© Client.php22815491 on u.id© FieldDefinitions.php1550return Sthis->upsertActivity(Sactivity, $data);© PipedriveApiClient.phpf229= sa.:1..n<->1: on t.1551• 230Lid = 1052 and© PipedriveApiException.php= 2311552© Service.php232IMaccounts whei2 usages© TokenStorage.php1553private function upsertActivity(Activity $activity, array $data): Activity{...}= 233 vactivitiesv 0 Salesforce1576=234> M FioldoWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams1535:34 (10 chars)UTF-8Co 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit K vProject vReportController.php© AutomatedReportGenerated.phpablHandleHubspotRateLimitTest100% С8• Thu 14 May 17:30:37Q:= custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.log© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:Wv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] X18> O Accessors› Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php4 console [PROD].••> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.phpA console (EU]50classService extendsBaseService implements> O Filters1531A5 A 119 X3 X9 ^DGo jiminny› Jobs.15320841A3 X4 A VC ProspectSearchStrategy1 usage211m migrations oi• ServiceTraits1533privatefunction buildTextMessagePayload(Activity Sactivity): Activity212© DataClient.php=213m teams where© DecorateActivity.php15341535Stype = $this->getCrmType(Sactivity->category);- 214m crm_layouts !© LocalSearch.php1536=215iM crm_layout_ei© LocalSearchinterface.php1537Annotate with Git Blameage:'No mapped CRM type in Pipedrive for "'• $activity->category->name→ 216IM crm_fields Wi© RemoteSearch.php1538Add Bookmark₴8F2© Service.php1539Add Mnemonic Bookmark...TF3-217218m features;v C Listeners: 2191540© ConvertLeadActivities.phpSoft-Wrap1 28;1541E220m team_feature:m opportunitie:© PurgeLookupCache.php1542Configure Soft Wraps...— 221.Le->crm_provider_id,> Metadata-222221543Appearance•created_at->format( format: 'H:i'),m teams;> C Migration•2231544Configure Gutter Icons...v @ Pipedrive•created_at->toDateString,— 22415451.id, CASEWHEN> D OpportunitySyncStrategy"IM™1546'subject' => Sthis->generateActivityTitle(Sactivity),— 225> D ProspectSearchStrategy1547=226'note' => Sthis->generateActivityDescription(Sactivity),© ApiFields.php1548] + $this->convertActivityAssociations($activity);= 227idFROMsocial.© Client.php22815491 on u.id© FieldDefinitions.php1550return Sthis->upsertActivity(Sactivity, $data);© PipedriveApiClient.phpf229= sa.:1..n<->1: on t.1551• 230Lid = 1052 and© PipedriveApiException.php= 2311552© Service.php232IMaccounts whei2 usages© TokenStorage.php1553private function upsertActivity(Activity $activity, array $data): Activity{...}= 233 vactivitiesv 0 Salesforce1576=234> M FioldoWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams1535:34 (10 chars)UTF-8Co 4 spaces...
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faVsco.js – Pipedrive/Service.php
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/•30.34Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/•30.34Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
|
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Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Pipedrive;\n\nuse Carbon\\Carbon;\nuse Devio\\Pipedrive\\Exceptions\\ItemNotFoundException;\nuse Devio\\Pipedrive\\Exceptions\\PipedriveException;\nuse Exception;\nuse Illuminate\\Support\\Facades\\Cache;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\ClientInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\PipedriveInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Events\\Users\\SocialAccountDisconnected;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\SocialAccountTokenInvalidException;\nuse Jiminny\\Jobs\\Crm\\MatchActivitiesToNewOpportunity;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\BusinessProcess;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\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\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Jiminny\\Utils\\CurrencyFormatter;\nuse Log;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n PipedriveInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private const string CALL_HEADER = 'Jiminny Summary';\n\n /**\n * @var ClientInterface|Client\n */\n protected $client;\n private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;\n\n public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)\n {\n parent::__construct();\n\n $this->client = $client;\n $this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n }\n\n public function getDisplayName(): string\n {\n return 'Pipedrive';\n }\n\n /**\n * @inheritdoc\n */\n public function setUser(User $user): void\n {\n try {\n parent::setUser($user);\n } catch (InvalidArgumentException $exception) {\n // In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.\n if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&\n $exception->getMessage() === 'Required option not passed: \"access_token\"') {\n // Something terrible happened to their token, they need to reconnect.\n $this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);\n\n event(new SocialAccountDisconnected($this->client->oauthAccount));\n }\n\n throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');\n }\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);\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 $internal = false): string\n {\n switch ($fieldType) {\n case Field::TYPE_DATE:\n $value = $internal ? Carbon::parse($fieldValue) : $fieldValue;\n\n break;\n\n default:\n $value = $fieldValue;\n }\n\n return $value;\n }\n\n /**\n * Gets the valid fields for a given Object via the property APIs.\n *\n * @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact\n */\n protected function getFields(string $crmObject): array\n {\n switch ($crmObject) {\n case 'task':\n $properties = $this->client->getInstance()->activityFields();\n\n break;\n\n case 'account':\n $properties = $this->client->getInstance()->organizationFields();\n\n break;\n\n case 'contact':\n $properties = $this->client->getInstance()->personFields();\n\n break;\n\n case 'opportunity':\n $properties = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException();\n }\n\n $fields = [];\n\n try {\n $response = $properties->all();\n\n if ($response->isSuccess() === false) {\n throw new Exception($response->getContent(), $response->getStatusCode());\n }\n\n foreach ($response->getData() as $property) {\n $fields[] = ['label' => $property->name, 'name' => $property->key];\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Setup the activity field as the default Type.\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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n $fieldData = FieldDefinitions::taskFollowupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function syncField(Field $field): void\n {\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n return;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n $field->description = null;\n $field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);\n $field->type = $this->convertFieldType($crmField->field_type);\n $field->is_selectable = $crmField->active_flag;\n $field->save();\n }\n }\n }\n\n /**\n * @param string $fieldType How the data should be input\n */\n private function convertFieldType(string $fieldType): string\n {\n $fieldType = strtolower($fieldType);\n\n switch ($fieldType) {\n case 'enum':\n case 'stage':\n case 'status':\n return Field::TYPE_PICKLIST;\n\n case 'varchar':\n return Field::TYPE_TEXT;\n\n case 'int':\n case 'double':\n return Field::TYPE_NUMBER;\n\n case 'text':\n return Field::TYPE_TEXTAREA;\n\n case 'monetary':\n return Field::TYPE_CURRENCY;\n\n case Field::TYPE_DATE:\n case Field::TYPE_TIME:\n case Field::TYPE_PHONE:\n return $fieldType;\n\n default:\n // This is not actually a supported field.\n return Field::TYPE_UNSUPPORTED;\n }\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n $values = [];\n $fieldValues = [];\n\n switch ($field->object_type) {\n case Field::OBJECT_TASK:\n $crmFields = $this->client->getInstance()->activityFields();\n\n break;\n\n case Field::OBJECT_ACCOUNT:\n $crmFields = $this->client->getInstance()->organizationFields();\n\n break;\n\n case Field::OBJECT_CONTACT:\n $crmFields = $this->client->getInstance()->personFields();\n\n break;\n\n case Field::OBJECT_OPPORTUNITY:\n $crmFields = $this->client->getInstance()->dealFields();\n\n break;\n\n default:\n throw new InvalidArgumentException('Invalid field type \"' . $field->object_type . '\" for field ' . $field->id . '.');\n }\n\n if ($field->crm_provider_id == 'stage_id') {\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n foreach ($pipelines as $pipeline) {\n $dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();\n foreach ($dealStages as $i => $dealStage) {\n $values = [\n 'value' => $dealStage->id,\n 'label' => $dealStage->name,\n 'sequence' => $i,\n ];\n\n $fieldValues[] = $field->values()->updateOrCreate([\n 'value' => $dealStage->id,\n ], $values);\n }\n }\n\n return $fieldValues;\n }\n\n // Sadly we must traverse the entire list because they don't allow to get an individual field by key.\n foreach ($crmFields->all()->getData() as $crmField) {\n if ($crmField->key === $field->crm_provider_id) {\n // Import all active values.\n if (property_exists($crmField, 'options')) {\n foreach ($crmField->options as $i => $option) {\n $values[] = [\n 'value' => $option->id,\n 'label' => $option->label,\n 'sequence' => $i,\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'], $fieldsToPurge, false)) !== false) {\n unset($fieldsToPurge[$key]);\n }\n }\n\n // Delete the old values that are no longer used.\n $field->values()->whereIn('value', $fieldsToPurge)->delete();\n }\n }\n\n return $fieldValues;\n }\n\n /**\n * @inheritdoc\n *\n * @throws SocialAccountTokenInvalidException\n * @throws PipedriveException\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n $missingStage = null;\n\n try {\n // We create a business process to contain the pipeline, and later store all stages against it.\n $pipelines = $this->client->getInstance()->pipelines()->all()->getData();\n\n foreach ($pipelines as $pipeline) {\n $businessProcess = $this->importPipelineData($pipeline);\n\n $stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);\n if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {\n $missingStage = $stage;\n }\n }\n } catch (PipedriveException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\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 // Pipedrive doesn't use leads.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Pipedrive doesn't use leads.\n return null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdAccounts = $this->client->getInstance()->organizations()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdAccounts->getData() === null) {\n return 0;\n }\n\n foreach ($pdAccounts->getData() as $pdAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($pdAccount->id)) {\n $this->importAccount($pdAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncAccount(string $crmId): ?Account\n {\n try {\n $hsAccount = $this->client->getInstance()->organizations()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importAccount($hsAccount->getData());\n }\n\n /**\n * @inheritdoc\n */\n private function importAccount($crmData): Account\n {\n $countryCode = $crmData->country_code;\n if ($countryCode === null && $crmData->address_country) {\n $countryCode = $this->convertCountryNameToCode($crmData->address_country);\n }\n\n $name = $crmData->name;\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n /**\n * Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.\n * These are real samples from API results:\n * { ... owner_id: 23696001, ...}\n * OR\n * {\n * ...\n * owner_id: {\n * active_flag: false,\n * id: 12972717,\n * name: 'name here',\n * value: 12972717\n * }\n * }\n */\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $data = [\n 'team_id' => $this->team->id,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($name, 0, 191),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Account::class,\n fileName: (string) $crmData->id,\n avatarText: $name,\n ),\n 'country_code' => $countryCode,\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Account */\n return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\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 $syncCount = 0;\n\n try {\n foreach ($strategies as $syncStrategy) {\n foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {\n $this->importOpportunity($pdOpportunity);\n $syncCount++;\n }\n }\n\n $this->logger->info('[Pipedrive] Sync Opportunities completed', [\n 'team' => $this->team->getId(),\n 'syncCount' => $syncCount,\n ]);\n } catch (Exception $exception) {\n $this->logger->info('[Pipedrive] Failed to sync Opportunities ', [\n 'team' => $this->team->getId(),\n 'params' => $parameters,\n 'strategy' => $strategy,\n 'reason' => $exception->getMessage(),\n 'syncedBeforeFailure' => $syncCount,\n ]);\n }\n\n if ($syncCount > 1000) {\n $this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [\n 'team' => $this->team->getId(),\n 'total' => $syncCount,\n ]);\n }\n\n return $syncCount;\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 = ['crm_id' => $crmId];\n\n try {\n $generator = $strategy->fetchOpportunities($parameters);\n $pdOpportunity = $generator->current();\n } catch (ItemNotFoundException | PipedriveException $e) {\n $this->logger->info('[Pipedrive] Failed to sync opportunity', [\n 'crm_id' => $crmId,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n return $this->importOpportunity($pdOpportunity);\n }\n\n /**\n * @inheritdoc\n */\n private function importOpportunity($crmData): ?Opportunity\n {\n if ($crmData->deleted) {\n return null;\n }\n\n if ($crmData->org_id) {\n $orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n $account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($orgId);\n\n if ($account === null) {\n // For some bizarre reason, the org_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);\n\n return null;\n }\n }\n } elseif ($crmData->person_id) {\n // Try to get the organization from the person.\n $personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;\n $contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();\n\n if ($contact === null || $contact->account_id === null) {\n $contact = $this->syncContact($personId);\n\n if ($contact === null) {\n // For some bizarre reason, the person_id is not importable from Pipedrive- bail.\n $this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);\n\n return null;\n }\n\n if ($contact->account_id === null) {\n $this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());\n\n return null;\n }\n }\n\n $account = $contact->account;\n } else {\n // If there is nothing to associate this with, don't import it.\n return null;\n }\n\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $crmData->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $crmData->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n\n $closeDate = null;\n if ($crmData->expected_close_date) {\n $closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');\n }\n\n $remotelyCreatedAt = Carbon::parse($crmData->add_time);\n\n $data = [\n 'team_id' => $this->team?->getId(),\n 'account_id' => $account?->getId(),\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->title, 0, 128),\n 'value' => $crmData->value,\n 'currency_code' => CurrencyFormatter::formatCode($crmData->currency),\n 'close_date' => $closeDate,\n 'is_closed' => $crmData->close_time !== null,\n 'is_won' => $crmData->won_time !== null,\n 'stage_id' => $stage?->getId(),\n 'record_type_id' => $recordType?->getId(),\n 'remotely_created_at' => $remotelyCreatedAt,\n ];\n\n /** @var Opportunity $opportunity */\n $opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n\n // import external fields into crm_field_data if present\n $crmFields = $this->getOpportunitySyncableFields();\n $this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());\n\n if ($opportunity->wasRecentlyCreated) {\n MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());\n }\n\n return $opportunity;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n $pdContacts = $this->client->getInstance()->persons()->all([\n 'limit' => 500,\n 'sort' => 'update_time DESC',\n ]);\n\n if ($pdContacts->getData() === null) {\n return 0;\n }\n\n foreach ($pdContacts->getData() as $pdContact) {\n // Only sync if previously imported.\n if ($this->hasContact($pdContact->id)) {\n $this->importContact($pdContact);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n // Do nothing for now.\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $pdContact = $this->client->getInstance()->persons()->find($crmId);\n } catch (ItemNotFoundException | PipedriveException $e) {\n throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);\n }\n\n return $this->importContact($pdContact->getData());\n }\n\n private function importContact($crmData): Contact\n {\n $photoPath = null;\n $account = null;\n if ($crmData->org_id) {\n /**\n * Pipedrive API is inconsistent, it may return a string variable, or an object\n */\n $crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;\n\n $account = $this->config\n ->accounts()\n ->where('crm_provider_id', $crmProviderId)\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmProviderId);\n $photoPath = $this->teamService->generateAvatar(\n $crmData->id,\n $crmData->name,\n );\n } else {\n $photoPath = $account->photo_path;\n }\n }\n\n if ($photoPath === null) {\n $photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: (string) $crmData->id,\n modelType: Contact::class,\n fileName: (string) $crmData->id,\n avatarText: $crmData->name,\n );\n }\n\n $ownerId = $profile = null;\n if ($crmData->owner_id) {\n $ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();\n }\n\n $parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);\n\n $mobileNumber = null;\n if (isset($crmData->phone[1])) {\n $mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);\n }\n\n $email = null;\n if (isset($crmData->email[0]->value)) {\n $email = mb_strimwidth($crmData->email[0]->value, 0, 191);\n }\n\n $data = [\n 'team_id' => $this->team->id,\n 'account_id' => $account->id ?? null,\n 'user_id' => $profile ? $profile->user_id : null,\n 'owner_id' => $ownerId,\n 'name' => mb_strimwidth($crmData->name ?? '', 0, 100),\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobileNumber ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => $crmData->job_title ?? null,\n 'photo_path' => $photoPath,\n 'remotely_created_at' => Carbon::parse($crmData->add_time),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n /**\n * @inheritdoc\n */\n public function syncOrganization(): void\n {\n // Not applicable.\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfiles(?User $userToSearch = null): ?\\Jiminny\\Models\\Crm\\Profile\n {\n // Not needed yet.\n return null;\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_TASK,\n parent::OBJECT_ACCOUNT,\n parent::OBJECT_CONTACT,\n parent::OBJECT_OPPORTUNITY,\n ];\n }\n\n /**\n * @inheritdoc\n */\n public function syncProfileFields(): void\n {\n $fieldTypes = [\n 'task',\n 'account',\n 'contact',\n 'opportunity',\n ];\n\n foreach ($fieldTypes as $fieldType) {\n try {\n $currentFields = $this->getFields(ucfirst($fieldType));\n\n $newFields = array_column($currentFields, 'name');\n $changedFields = array_merge(\n array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),\n array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),\n );\n\n if (\\count($changedFields) > 0) {\n $fields = implode(',', $newFields);\n Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);\n\n /*\n // If they have changed, raise a notification to the owner.\n $team->owner->notify(\n new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)\n );\n */\n\n $this->profile->{$fieldType . '_fields'} = $fields;\n }\n } catch (Exception $exception) {\n Log::error('No access to ' . $fieldType . ' object, skipping...');\n\n // XXX: should we log this fact somewhere?\n continue;\n }\n }\n\n $this->profile->save();\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n $params = [\n 'term' => $name,\n 'limit' => $count,\n 'start' => $offset,\n 'item_types' => 'person,organization',\n ];\n\n $objects = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $objects = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n if ($exception->getMessage() === 'Invalid token: access token is invalid') {\n throw new SocialAccountTokenInvalidException($exception->getMessage());\n }\n\n throw $exception;\n }\n\n if (empty($objects['items'])) {\n return [];\n }\n\n // Build mapped list.\n foreach ($objects['items'] as $object) {\n $object = $object['item'];\n\n // We only support these object types today.\n if (\\in_array($object['type'], ['person', 'organization']) === false) {\n continue;\n }\n\n $objectType = $object['type'] === 'person' ? 'contact' : 'account';\n $record = [\n 'crmId' => $object['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),\n 'name' => $object['name'],\n 'industry' => null,\n 'title' => null,\n 'prospectType' => $objectType,\n 'phoneNumbers' => [],\n ];\n\n if (isset($object['organization']['name'])) {\n $record['organization'] = $object['organization']['name'];\n }\n\n if (isset($object['phones'][0])) {\n $parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n\n $data[] = $record;\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'only_primary_association' => 1,\n 'status' => 'open',\n 'sort' => 'update_time DESC',\n ];\n\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['sort'] = 'add_time DESC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['sort'] = 'add_time ASC';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['sort'] = 'update_time DESC';\n $params['status'] = 'all_not_deleted';\n }\n\n $pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n if ($pdOpportunities === null) {\n return [];\n }\n\n foreach ($pdOpportunities as $pdOpportunity) {\n // Stage and RecordType are part of BusinessProcess\n $businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);\n if ($businessProcess === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n }\n\n $stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);\n if ($businessProcess !== null && $stage === null) {\n $stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);\n }\n\n /** @var ?RecordType $recordType */\n $recordType = $businessProcess?->recordTypes()->first();\n if ($businessProcess !== null && $recordType === null) {\n $businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);\n $recordType = $businessProcess?->recordTypes()->first();\n }\n\n $record = [\n 'crmId' => $pdOpportunity->id,\n 'name' => $pdOpportunity->title,\n 'value' => $pdOpportunity->formatted_value,\n 'won' => $pdOpportunity->won_time !== null,\n 'closed' => $pdOpportunity->status !== 'open',\n 'stage' => [\n 'id' => $stage?->id_string ?? '',\n 'name' => $stage?->name ?? '',\n ],\n 'recordType' => [\n 'id' => $recordType?->id_string ?? '',\n 'name' => $recordType?->name ?? '',\n ],\n ];\n\n if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $pdActivities = null;\n $filters = ['done' => 0];\n switch ($objectType) {\n case 'contact':\n $pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();\n\n break;\n case 'account':\n // Prioritize looking up activities on the deal (which should be linked on the account anyway).\n if ($opportunityId) {\n $pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();\n }\n\n // If no deal activity, fall back to the organization.\n if ($pdActivities === null) {\n $pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();\n }\n\n break;\n }\n\n if ($pdActivities === null) {\n return [];\n }\n\n foreach ($pdActivities as $pdActivity) {\n // Only import active, scheduled tasks in the future.\n if ($pdActivity->active_flag) {\n $due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');\n $data[] = [\n 'crmId' => $pdActivity->id,\n 'subject' => $pdActivity->subject,\n 'due' => Carbon::parse($due)->toIso8601String(),\n 'type' => $pdActivity->type,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $contact = null;\n $account = null;\n\n $params = [\n 'term' => $email,\n 'item_types' => 'person',\n 'fields' => 'email',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $exception) {\n $this->logger->info('[Pipedrive] Email match failed', [\n 'email' => $email,\n 'reason' => $exception->getMessage(),\n ]);\n\n return null;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if (\n ! $contact instanceof Contact\n && ! $account instanceof Account\n ) {\n return null;\n }\n\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n\n if (count($pdOpportunities) > 0) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember !== false) {\n return null;\n }\n\n $params = [\n 'term' => $phone,\n 'item_types' => 'person,organization',\n 'fields' => 'phone',\n ];\n\n $searchResult = [];\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $searchResult = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Phone match failed', [\n 'phone' => $phone,\n 'reason' => $e->getMessage(),\n ]);\n\n return null;\n }\n\n if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {\n return null;\n }\n\n $contact = $this->syncContact($searchResult['items'][0]['item']['id']);\n $account = $contact->account;\n\n $countryCode = $this->getCountryCode($contact, $account);\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n private function getCountryCode($contact, $account): ?string\n {\n if ($contact && $contact->country_code) {\n return $contact->country_code;\n } elseif ($account && $account->country_code) {\n return $account->country_code;\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {\n $contact = null;\n $account = null;\n\n $params = [\n 'term' => $name,\n 'item_types' => 'person',\n 'fields' => 'name',\n ];\n\n $pdContact = null;\n\n try {\n if (! $this->client instanceof Client) {\n throw new \\InvalidArgumentException('Expected Pipedrive Client instance');\n }\n $response = $this->client->searchItems($params);\n $pdContact = $response['data'] ?? null;\n } catch (PipedriveApiException $e) {\n $this->logger->info('[Pipedrive] Name match failed', [\n 'name' => $name,\n 'reason' => $e->getMessage(),\n ]);\n\n return false;\n }\n\n if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {\n $contact = $this->syncContact($pdContact['items'][0]['item']['id']);\n $account = $contact->account;\n }\n\n if ($contact || $account) {\n $countryCode = null;\n if ($contact && $contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account && $account->country_code) {\n $countryCode = $account->country_code;\n }\n\n try {\n $pdOpportunities = $this->findOpportunities(\n $account ? $account->crm_provider_id : null,\n $contact->crm_provider_id,\n $userId,\n );\n } catch (Exception $e) {\n $pdOpportunities = [];\n }\n\n $opportunity = null;\n $stage = null;\n if (! empty($pdOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);\n $stage = $opportunity?->stage;\n }\n\n return [\n null,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n /**\n * @inheritdoc\n */\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function convertActivityAssociations(Activity $activity): array\n {\n return [\n 'person_id' => $activity->hasContact() ? $activity->getContact()->getCrmProviderId() : null,\n 'org_id' => $activity->hasAccount() ? $activity->getAccount()->getCrmProviderId() : null,\n 'deal_id' => $activity->hasOpportunity() ? $activity->getOpportunity()->getCrmProviderId() : null,\n ];\n }\n\n private function buildCallPayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->scheduled_start_time->format('H:i'),\n 'due_date' => $activity->scheduled_start_time->toDateString(),\n 'duration' => gmdate('H:i', $activity->duration),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->fetchCustomFieldData($activity, Field::OBJECT_TASK)\n + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $type = $this->getCrmType($activity->category);\n if ($type === null) {\n throw new Exception('No mapped CRM type in Pipedrive for \"' . $activity->category->name . '\"');\n }\n\n $data = [\n 'done' => 1,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_time' => $activity->created_at->format('H:i'),\n 'due_date' => $activity->created_at->toDateString(),\n 'type' => $type->value,\n 'subject' => $this->generateActivityTitle($activity),\n 'note' => $this->generateActivityDescription($activity),\n ] + $this->convertActivityAssociations($activity);\n\n return $this->upsertActivity($activity, $data);\n }\n\n private function upsertActivity(Activity $activity, array $data): Activity\n {\n // The activity should be logged under an existing activity.\n if ($activity->hasCrmProviderId()) {\n $existingActivity = $this->client->getActivity($activity->getCrmProviderId());\n\n if ($existingActivity && $existingData = $existingActivity->getData()) {\n $existingData = (array) $existingData;\n $data = $this->updateDescription($existingData, $data);\n $data = $this->updateProspectData($existingData, $data);\n\n // Just update the existing engagement with any fresh details.\n $this->client->updateActivity($activity->getCrmProviderId(), $data);\n }\n } else {\n $pdActivity = $this->client->createActivity($data);\n\n $activity->crm_provider_id = $pdActivity->getData()->id;\n $activity->save();\n }\n\n return $activity;\n }\n\n private function updateDescription(array $crmActivityData, array $payloadData): array\n {\n $crmActivityNote = $crmActivityData['note'] ?? null;\n\n if (! empty($crmActivityNote)) {\n if (! str_contains($crmActivityNote, self::CALL_HEADER)) {\n $payloadData['note'] = $crmActivityNote . \"\\n\\n\" . $payloadData['note'];\n } else {\n $payloadData['note'] = $crmActivityNote;\n }\n }\n\n return $payloadData;\n }\n\n private function updateProspectData($crmActivityData, array $data): array\n {\n $changedData = [];\n if ($crmActivityData['person_id'] && ! isset($data['person_id'])) {\n $changedData['person_id'] = $crmActivityData['person_id'];\n $data['person_id'] = $crmActivityData['person_id'];\n $data['org_id'] = null;\n $data['deal_id'] = null;\n } elseif (isset($data['person_id']) && $data['person_id'] != $crmActivityData['person_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in person_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['person_id'],\n 'crm_activity_data' => $crmActivityData['person_id'],\n ]);\n }\n\n if ($crmActivityData['org_id'] && ! isset($data['org_id'])) {\n $changedData['org_id'] = $crmActivityData['org_id'];\n $data['org_id'] = $crmActivityData['org_id'];\n $data['deal_id'] = null;\n } elseif (isset($data['org_id']) && $data['org_id'] != $crmActivityData['org_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in org_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['org_id'],\n 'crm_activity_data' => $crmActivityData['org_id'],\n ]);\n }\n\n if ($crmActivityData['deal_id'] && ! isset($data['deal_id'])) {\n $changedData['deal_id'] = $crmActivityData['deal_id'];\n $data['deal_id'] = $crmActivityData['deal_id'];\n } elseif (isset($data['deal_id']) && $data['deal_id'] != $crmActivityData['deal_id']) {\n $this->logger->info('[Pipedrive] Prospect conflict in deal_id', [\n 'activity_id' => $crmActivityData['id'],\n 'local_data' => $data['deal_id'],\n 'crm_activity_data' => $crmActivityData['deal_id'],\n ]);\n }\n\n if (! empty($changedData)) {\n $this->logger->info('[Pipedrive] Updated activity associations', $changedData);\n }\n\n return $data;\n }\n\n private function generateActivityTitle(Activity $activity): string\n {\n if ($activity->hasTitle()) {\n $title = $activity->title;\n } elseif ($activity->playbook_category_id) {\n $title = $activity->category->name;\n } else {\n $title = 'Conference Call';\n }\n\n return $title;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n self::CALL_HEADER\n );\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n\n if ($activity->hasTitle()) {\n // Insert the activity type since there is no native field.\n $description .= sprintf(\n '<p><strong><span style=\"font-size: 18.6667px; line-height: 22.4px;\">%s</span></strong></p>',\n $activity->category->name,\n );\n }\n\n if ($activity->isTypeSoftPhone()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n // Tell them which number was dialed.\n if ($activity->to) {\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Dialed: %s</span></p>',\n $activity->to->phone_number,\n );\n }\n $description .= '<p></p>';\n }\n\n if ($activity->isTypeSoftphoneInbound()) {\n // Dialer calls have no native field for the subject.\n if ($activity->title) {\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->title,\n );\n }\n\n // Conference meetings log duration into a distinct field, so log this in the main text.\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Call Duration: %s</span></p>',\n $activity->duration_for_humans,\n );\n\n $description .= sprintf(\n '<p><span style=\"font-size: 13.3333px; line-height: 16px;\">Caller: %s</span></p>',\n $activity->from->phone_number,\n );\n\n $description .= '<p></p>';\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker removed from this meeting'\n . '</span>'\n . '</p>';\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . 'Notetaker did not join due to recording consent not being provided by attendees'\n . '</span>'\n . '</p>';\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= sprintf(\n '<p>'\n . '<span style=\"font-size: 13.3333px; line-height: 16px;\">'\n . '<a href=\"%s\" target=\"_blank\">Review in Jiminny</a>'\n . ' ▶️'\n . '</span>'\n . '</p>',\n $playbackUrl,\n );\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= '<p><strong>Attendees</strong></p><ul>';\n\n // Only include participants that joined.\n $participants = $activity->participants()->ghost(false)->whereNotNull('enter_time')->get();\n foreach ($participants as $participant) {\n $attendee = '<li>';\n if ($participant->name) {\n $attendee .= $participant->name;\n if ($participant->phone_number) {\n $attendee .= ' (' . $participant->phone_number . ')';\n } elseif ($participant->email) {\n $attendee .= ' (' . $participant->email . ')';\n }\n } else {\n $attendee .= $participant->phone_number;\n }\n\n if ($participant->is_ghost) {\n $attendee .= ' <strong>coach</coach>';\n }\n\n if ($participant->getTitle()) {\n $attendee .= ', ' . $participant->getTitle();\n }\n\n $description .= $attendee . '</li>';\n }\n $description .= '</ul>';\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= '<p><strong>Notes</strong></p>';\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= '<p>' . $time . ' ' . $note->note . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Coaching Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= '<p><strong>Customer Chat</strong></p>';\n\n foreach ($messages->get() as $message) {\n $description .= '<p>' . $message->participant->name . ': ' . $message->message . '</p>';\n }\n $description .= '</p>';\n }\n\n if ($activity->summary) {\n $description .= '<p><strong>Summary</strong></p><p>' . $activity->summary . '</p><p></p>';\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n // Use Rich-text formatting.\n $description = sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\"><strong>%s</strong></span></p>',\n $activity->title,\n );\n $description .= sprintf(\n '<p><span style=\"font-size: 16px; line-height: 19.2px;\">%s</span></p>',\n $activity->description,\n );\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity type field.\n if (empty($fields['type'])) {\n return null;\n }\n\n if (empty($fields['subject'])) {\n // We need to convert the name correctly.\n $playbook = $this->getPlaybook($activity->getUser());\n $type = $playbook->activityField->values()->where('value', $fields['type'])->first();\n $subject = ($type->label ?? $fields['type']) . ' with ' . $activity->prospect_name;\n } else {\n $subject = $fields['subject'];\n }\n\n $data = [\n 'done' => 0,\n 'user_id' => $this->profile->crm_provider_id,\n 'due_date' => $fields['due_date'] ?? date('Y-m-d'),\n 'due_time' => $fields['due_time'] ?? null,\n 'subject' => $subject,\n 'type' => $fields['type'],\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->activities()->add($data);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $pdActivity->getData()->id;\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $data = [\n 'content' => $transcripts,\n ] + $this->convertActivityAssociations($activity);\n\n $pdActivity = $this->client->getInstance()->notes()->add($data);\n\n // Store crm logged id in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $pdActivity->getData()->id;\n $transcription->save();\n }\n\n /*\n * @inheritdoc\n */\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->convertObjectTypeToResource($objectType)->update($objectId, $data);\n }\n\n /*\n * @inheritdoc\n */\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n $record = $this->convertObjectTypeToResource($objectType)->find($objectId)->getData();\n\n // We could map the fields requested here before returning.\n return $record ? (array) $record : [];\n }\n\n private function convertObjectTypeToResource(string $objectType)\n {\n switch ($objectType) {\n case parent::OBJECT_OPPORTUNITY:\n return $this->client->getInstance()->deals();\n\n case parent::OBJECT_CONTACT:\n return $this->client->getInstance()->persons();\n\n case parent::OBJECT_ACCOUNT:\n return $this->client->getInstance()->organizations();\n\n case parent::OBJECT_TASK:\n return $this->client->getInstance()->activities();\n\n default:\n throw new UnexpectedValueException('Unsupported object type \".$objectType.\"');\n }\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n $this->client->getInstance()->deals()->update($crmObject->crm_provider_id, [\n 'stage_id' => $stage->crm_provider_id,\n ]);\n }\n\n private function fetchCustomFieldData(Activity $activity, string $objectType): array\n {\n $payload = [];\n\n $fieldData = FieldData::where([\n 'object_id' => $activity->id,\n ])->whereHas('field', function ($query) use ($objectType) {\n $query->where('object_type', $objectType);\n })->get();\n\n foreach ($fieldData as $data) {\n // Add the field and value to the payload.\n $payload += [\n $data->field->crm_provider_id => $data->value,\n ];\n }\n\n return $payload;\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $this->config->crm_base_url . '/organization/' . $providerId;\n\n break;\n\n case 'contact':\n $url = $this->config->crm_base_url . '/person/' . $providerId;\n\n break;\n\n case 'opportunity':\n $url = $this->config->crm_base_url . '/deal/' . $providerId;\n\n break;\n\n case 'task':\n case 'activity':\n // Sadly we can't deeplink to these in Pipedrive UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n $transcriptionSegments = $this->transcriptionService->findTranscriptionByActivity($activity);\n\n if ($transcriptionSegments->isEmpty()) {\n return '';\n }\n\n $transcription = sprintf(\n '<p><strong>Transcript for %s</strong></p><p></p>',\n $activity->title ?? $activity->activity_title,\n );\n\n $roomOwnerParticipant = $activity->findParticipantRoomOwner();\n $roomOwnerParticipantId = $roomOwnerParticipant !== null\n ? $roomOwnerParticipant->getId()\n : null;\n\n $transcription .= $transcriptionSegments\n ->map(static function (array $transcriptionSegment) use ($roomOwnerParticipantId): string {\n $isOrganiser = $roomOwnerParticipantId === $transcriptionSegment['participantId']\n && $roomOwnerParticipantId !== null;\n $transcriptColor = $isOrganiser ? '#000000' : '#f0415a';\n\n return sprintf(\n '<span style=\"color: %s;\">%s | </span>%s',\n $transcriptColor,\n $transcriptionSegment['formattedStartsAt'],\n $transcriptionSegment['transcript'],\n );\n })\n ->implode('<br />');\n\n return $transcription;\n }\n\n public function importPipeline(int $pipelineId): ?BusinessProcess\n {\n try {\n $pipeline = $this->client->getInstance()->pipelines()->find($pipelineId)->getData();\n } catch (ItemNotFoundException $exception) {\n return null;\n }\n\n if ($pipeline === null) {\n return null;\n }\n\n return $this->importPipelineData($pipeline);\n }\n\n private function importPipelineData(mixed $pipeline): BusinessProcess\n {\n $businessProcess = $this->config->businessProcesses()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'type' => BusinessProcess::TYPE_OPPORTUNITY,\n 'is_selectable' => $pipeline->active,\n ]);\n\n // A record type is really a clone of the business process, used to store which record uses which pipeline.\n $this->config->recordTypes()->updateOrCreate([\n 'crm_provider_id' => $pipeline->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($pipeline->name, 0, 150),\n 'is_selectable' => $pipeline->active,\n 'business_process_id' => $businessProcess->id ?? null,\n ]);\n\n return $businessProcess;\n }\n\n private function importStagesForBusinessProcess(BusinessProcess $businessProcess, ?string $missingId): ?Stage\n {\n $missingStage = null;\n $stages = [];\n $dealStages = $this->client->getInstance()\n ->stages()\n ->all(['pipeline_id' => (int) $businessProcess->crm_provider_id])\n ->getData();\n\n foreach ($dealStages as $dealStage) {\n // Upsert all stages for the team.\n $stage = $this->importStage($dealStage);\n\n if ($missingId !== null && $stage->crm_provider_id == $missingId) {\n $missingStage = $stage;\n }\n\n $stages[] = $stage->id;\n }\n\n $businessProcess->stages()->sync($stages);\n\n return $missingStage;\n }\n\n private function importStage(mixed $dealStage): Stage\n {\n return $this->config->stages()->updateOrCreate([\n 'crm_provider_id' => $dealStage->id,\n ], [\n 'team_id' => $this->team->id,\n 'name' => mb_strimwidth($dealStage->name, 0, 50),\n 'label' => mb_strimwidth($dealStage->name, 0, 191),\n 'type' => Stage::TYPE_OPPORTUNITY,\n 'sequence' => $dealStage->order_nr,\n 'is_selectable' => $dealStage->active_flag,\n 'probability' => $dealStage->deal_probability,\n ]);\n }\n\n private function getBusinessProcesses(string $pipelineId): ?BusinessProcess\n {\n return $this->config\n ->businessProcesses()\n ->where('crm_provider_id', $pipelineId)\n ->first();\n }\n\n private function getStage(?BusinessProcess $businessProcess, string $stageId): ?Stage\n {\n return $businessProcess\n ?->stages()\n ->where('crm_provider_id', $stageId)\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first();\n\n }\n\n public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n if (! is_numeric($crmProviderId)) {\n $this->logger->warning('[Pipedrive] Invalid activity ID format', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n $activity = $this->client->getActivity($crmProviderId);\n\n return ($activity->active_flag ?? false) === true;\n } catch (HttpNotFoundException) {\n // Activity not found in CRM - this is expected and permanent\n $this->logger->info('[Pipedrive] Activity not found during verification', [\n 'activity_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry 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Highlighted Error","depth":4,"bounds":{"left":0.9458333,"top":0.3422222,"width":0.015277778,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"bounds":{"left":0.9611111,"top":0.3422222,"width":0.014583333,"height":0.025555555},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.025,"top":0.06666667,"width":0.050694443,"height":0.034444444},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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3865544371963712397
|
-7980155751442543530
|
visual_change
|
accessibility
|
NULL
|
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<?php
namespace Jiminny\Services\Crm\Pipedrive;
use Carbon\Carbon;
use Devio\Pipedrive\Exceptions\ItemNotFoundException;
use Devio\Pipedrive\Exceptions\PipedriveException;
use Exception;
use Illuminate\Support\Facades\Cache;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\ClientInterface;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\PipedriveInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Events\Users\SocialAccountDisconnected;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\SocialAccountTokenInvalidException;
use Jiminny\Jobs\Crm\MatchActivitiesToNewOpportunity;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\BusinessProcess;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
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\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Jiminny\Utils\CurrencyFormatter;
use Log;
use UnexpectedValueException;
class Service extends BaseService implements
PipedriveInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private const string CALL_HEADER = 'Jiminny Summary';
/**
* @var ClientInterface|Client
*/
protected $client;
private OpportunitySyncStrategyResolver $opportunitySyncStrategyResolver;
public function __construct(Client $client, private readonly ProspectPhotoPathService $prospectPhotoPathService)
{
parent::__construct();
$this->client = $client;
$this->opportunitySyncStrategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
}
public function getDisplayName(): string
{
return 'Pipedrive';
}
/**
* @inheritdoc
*/
public function setUser(User $user): void
{
try {
parent::setUser($user);
} catch (InvalidArgumentException $exception) {
// In Pipedrive's case the OAuth client isn't setup to catch the failure properly. We handle this manually.
if ($this->client->oauthAccount->state !== SocialAccount::STATE_FULL_REFRESH_REQUIRED &&
$exception->getMessage() === 'Required option not passed: "access_token"') {
// Something terrible happened to their token, they need to reconnect.
$this->client->oauthAccount->update(['state' => SocialAccount::STATE_FULL_REFRESH_REQUIRED]);
event(new SocialAccountDisconnected($this->client->oauthAccount));
}
throw new SocialAccountTokenInvalidException('Cannot refresh token. Full refresh required.');
}
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
return $user->getSocialAccount(SocialAccount::PROVIDER_PIPEDRIVE);
}
/**
* Convert raw field data into a format compatible with CRM APIs.
*/
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
switch ($fieldType) {
case Field::TYPE_DATE:
$value = $internal ? Carbon::parse($fieldValue) : $fieldValue;
break;
default:
$value = $fieldValue;
}
return $value;
}
/**
* Gets the valid fields for a given Object via the property APIs.
*
* @param string $crmObject The name of the CRM object. i.e. Opportunity or Contact
*/
protected function getFields(string $crmObject): array
{
switch ($crmObject) {
case 'task':
$properties = $this->client->getInstance()->activityFields();
break;
case 'account':
$properties = $this->client->getInstance()->organizationFields();
break;
case 'contact':
$properties = $this->client->getInstance()->personFields();
break;
case 'opportunity':
$properties = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException();
}
$fields = [];
try {
$response = $properties->all();
if ($response->isSuccess() === false) {
throw new Exception($response->getContent(), $response->getStatusCode());
}
foreach ($response->getData() as $property) {
$fields[] = ['label' => $property->name, 'name' => $property->key];
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Setup the activity field as the default Type.
$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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::taskFollowupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function syncField(Field $field): void
{
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
return;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
$field->description = null;
$field->label = mb_strimwidth($crmField->name, 0, Field::LABEL_MAX_LENGTH);
$field->type = $this->convertFieldType($crmField->field_type);
$field->is_selectable = $crmField->active_flag;
$field->save();
}
}
}
/**
* @param string $fieldType How the data should be input
*/
private function convertFieldType(string $fieldType): string
{
$fieldType = strtolower($fieldType);
switch ($fieldType) {
case 'enum':
case 'stage':
case 'status':
return Field::TYPE_PICKLIST;
case 'varchar':
return Field::TYPE_TEXT;
case 'int':
case 'double':
return Field::TYPE_NUMBER;
case 'text':
return Field::TYPE_TEXTAREA;
case 'monetary':
return Field::TYPE_CURRENCY;
case Field::TYPE_DATE:
case Field::TYPE_TIME:
case Field::TYPE_PHONE:
return $fieldType;
default:
// This is not actually a supported field.
return Field::TYPE_UNSUPPORTED;
}
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
$values = [];
$fieldValues = [];
switch ($field->object_type) {
case Field::OBJECT_TASK:
$crmFields = $this->client->getInstance()->activityFields();
break;
case Field::OBJECT_ACCOUNT:
$crmFields = $this->client->getInstance()->organizationFields();
break;
case Field::OBJECT_CONTACT:
$crmFields = $this->client->getInstance()->personFields();
break;
case Field::OBJECT_OPPORTUNITY:
$crmFields = $this->client->getInstance()->dealFields();
break;
default:
throw new InvalidArgumentException('Invalid field type "' . $field->object_type . '" for field ' . $field->id . '.');
}
if ($field->crm_provider_id == 'stage_id') {
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$dealStages = $this->client->getInstance()->stages()->all(['pipeline_id' => $pipeline->id])->getData();
foreach ($dealStages as $i => $dealStage) {
$values = [
'value' => $dealStage->id,
'label' => $dealStage->name,
'sequence' => $i,
];
$fieldValues[] = $field->values()->updateOrCreate([
'value' => $dealStage->id,
], $values);
}
}
return $fieldValues;
}
// Sadly we must traverse the entire list because they don't allow to get an individual field by key.
foreach ($crmFields->all()->getData() as $crmField) {
if ($crmField->key === $field->crm_provider_id) {
// Import all active values.
if (property_exists($crmField, 'options')) {
foreach ($crmField->options as $i => $option) {
$values[] = [
'value' => $option->id,
'label' => $option->label,
'sequence' => $i,
];
}
}
$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'], $fieldsToPurge, false)) !== false) {
unset($fieldsToPurge[$key]);
}
}
// Delete the old values that are no longer used.
$field->values()->whereIn('value', $fieldsToPurge)->delete();
}
}
return $fieldValues;
}
/**
* @inheritdoc
*
* @throws SocialAccountTokenInvalidException
* @throws PipedriveException
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
$missingStage = null;
try {
// We create a business process to contain the pipeline, and later store all stages against it.
$pipelines = $this->client->getInstance()->pipelines()->all()->getData();
foreach ($pipelines as $pipeline) {
$businessProcess = $this->importPipelineData($pipeline);
$stage = $this->importStagesForBusinessProcess($businessProcess, $missingStageName);
if ($missingStageName !== null && $stage?->crm_provider_id == $missingStageName) {
$missingStage = $stage;
}
}
} catch (PipedriveException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
return $missingStage;
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Pipedrive doesn't use leads.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Pipedrive doesn't use leads.
return null;
}
/**
* @inheritdoc
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdAccounts = $this->client->getInstance()->organizations()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdAccounts->getData() === null) {
return 0;
}
foreach ($pdAccounts->getData() as $pdAccount) {
// Only sync if previously imported.
if ($this->hasAccount($pdAccount->id)) {
$this->importAccount($pdAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncAccount(string $crmId): ?Account
{
try {
$hsAccount = $this->client->getInstance()->organizations()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the company due to an external error.', $e->getCode(), $e);
}
return $this->importAccount($hsAccount->getData());
}
/**
* @inheritdoc
*/
private function importAccount($crmData): Account
{
$countryCode = $crmData->country_code;
if ($countryCode === null && $crmData->address_country) {
$countryCode = $this->convertCountryNameToCode($crmData->address_country);
}
$name = $crmData->name;
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
/**
* Pipedrive API point is inconsistent. Sometimes it delivers an object, sometimes it delivers an integer ID.
* These are real samples from API results:
* { ... owner_id: 23696001, ...}
* OR
* {
* ...
* owner_id: {
* active_flag: false,
* id: 12972717,
* name: 'name here',
* value: 12972717
* }
* }
*/
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->id : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$data = [
'team_id' => $this->team->id,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($name, 0, 191),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Account::class,
fileName: (string) $crmData->id,
avatarText: $name,
),
'country_code' => $countryCode,
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Account */
return $this->config->accounts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
/**
* @inheritdoc
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategies = $this->opportunitySyncStrategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
foreach ($strategies as $syncStrategy) {
foreach ($syncStrategy->fetchOpportunities($parameters) as $pdOpportunity) {
$this->importOpportunity($pdOpportunity);
$syncCount++;
}
}
$this->logger->info('[Pipedrive] Sync Opportunities completed', [
'team' => $this->team->getId(),
'syncCount' => $syncCount,
]);
} catch (Exception $exception) {
$this->logger->info('[Pipedrive] Failed to sync Opportunities ', [
'team' => $this->team->getId(),
'params' => $parameters,
'strategy' => $strategy,
'reason' => $exception->getMessage(),
'syncedBeforeFailure' => $syncCount,
]);
}
if ($syncCount > 1000) {
$this->logger->info('[Pipedrive] Sync Opportunities - count warning ', [
'team' => $this->team->getId(),
'total' => $syncCount,
]);
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategy = $this->opportunitySyncStrategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
try {
$generator = $strategy->fetchOpportunities($parameters);
$pdOpportunity = $generator->current();
} catch (ItemNotFoundException | PipedriveException $e) {
$this->logger->info('[Pipedrive] Failed to sync opportunity', [
'crm_id' => $crmId,
'reason' => $e->getMessage(),
]);
return null;
}
return $this->importOpportunity($pdOpportunity);
}
/**
* @inheritdoc
*/
private function importOpportunity($crmData): ?Opportunity
{
if ($crmData->deleted) {
return null;
}
if ($crmData->org_id) {
$orgId = is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config->accounts()->where('crm_provider_id', (string) $orgId)->first();
if ($account === null) {
$account = $this->syncAccount($orgId);
if ($account === null) {
// For some bizarre reason, the org_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Account could not be imported ' . $orgId);
return null;
}
}
} elseif ($crmData->person_id) {
// Try to get the organization from the person.
$personId = is_object($crmData->person_id) ? $crmData->person_id->value : $crmData->person_id;
$contact = $this->config->contacts()->where('crm_provider_id', (string) $personId)->first();
if ($contact === null || $contact->account_id === null) {
$contact = $this->syncContact($personId);
if ($contact === null) {
// For some bizarre reason, the person_id is not importable from Pipedrive- bail.
$this->logger->info('[Pipedrive] Contact could not be imported ' . $personId);
return null;
}
if ($contact->account_id === null) {
$this->logger->info('[Pipedrive] No account associated with contact ' . $contact->getId());
return null;
}
}
$account = $contact->account;
} else {
// If there is nothing to associate this with, don't import it.
return null;
}
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $crmData->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $crmData->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $crmData->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $crmData->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$ownerId = is_object($crmData->user_id) ? $crmData->user_id->value : $crmData->user_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
$closeDate = null;
if ($crmData->expected_close_date) {
$closeDate = Carbon::parse($crmData->expected_close_date)->format('Y-m-d');
}
$remotelyCreatedAt = Carbon::parse($crmData->add_time);
$data = [
'team_id' => $this->team?->getId(),
'account_id' => $account?->getId(),
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->title, 0, 128),
'value' => $crmData->value,
'currency_code' => CurrencyFormatter::formatCode($crmData->currency),
'close_date' => $closeDate,
'is_closed' => $crmData->close_time !== null,
'is_won' => $crmData->won_time !== null,
'stage_id' => $stage?->getId(),
'record_type_id' => $recordType?->getId(),
'remotely_created_at' => $remotelyCreatedAt,
];
/** @var Opportunity $opportunity */
$opportunity = $this->config->opportunities()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
// import external fields into crm_field_data if present
$crmFields = $this->getOpportunitySyncableFields();
$this->importOpportunityCrmFieldData((array) $crmData, $crmFields, $opportunity->getId());
if ($opportunity->wasRecentlyCreated) {
MatchActivitiesToNewOpportunity::dispatch($opportunity->getId());
}
return $opportunity;
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
$pdContacts = $this->client->getInstance()->persons()->all([
'limit' => 500,
'sort' => 'update_time DESC',
]);
if ($pdContacts->getData() === null) {
return 0;
}
foreach ($pdContacts->getData() as $pdContact) {
// Only sync if previously imported.
if ($this->hasContact($pdContact->id)) {
$this->importContact($pdContact);
$syncCount++;
}
}
} catch (Exception $exception) {
// Do nothing for now.
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$pdContact = $this->client->getInstance()->persons()->find($crmId);
} catch (ItemNotFoundException | PipedriveException $e) {
throw new CrmException('Could not sync the contact due to an external error.', $e->getCode(), $e);
}
return $this->importContact($pdContact->getData());
}
private function importContact($crmData): Contact
{
$photoPath = null;
$account = null;
if ($crmData->org_id) {
/**
* Pipedrive API is inconsistent, it may return a string variable, or an object
*/
$crmProviderId = (string) is_object($crmData->org_id) ? $crmData->org_id->value : $crmData->org_id;
$account = $this->config
->accounts()
->where('crm_provider_id', $crmProviderId)
->first();
if ($account === null) {
$account = $this->syncAccount($crmProviderId);
$photoPath = $this->teamService->generateAvatar(
$crmData->id,
$crmData->name,
);
} else {
$photoPath = $account->photo_path;
}
}
if ($photoPath === null) {
$photoPath = $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: (string) $crmData->id,
modelType: Contact::class,
fileName: (string) $crmData->id,
avatarText: $crmData->name,
);
}
$ownerId = $profile = null;
if ($crmData->owner_id) {
$ownerId = is_object($crmData->owner_id) ? $crmData->owner_id->value : $crmData->owner_id;
$profile = $this->config->profiles()->where('crm_provider_id', (string) $ownerId)->first();
}
$parsedNumber = $this->buildContactPhone(null, $crmData->phone[0]->value);
$mobileNumber = null;
if (isset($crmData->phone[1])) {
$mobileNumber = $this->buildContactMobilePhone(null, $crmData->phone[1]->value);
}
$email = null;
if (isset($crmData->email[0]->value)) {
$email = mb_strimwidth($crmData->email[0]->value, 0, 191);
}
$data = [
'team_id' => $this->team->id,
'account_id' => $account->id ?? null,
'user_id' => $profile ? $profile->user_id : null,
'owner_id' => $ownerId,
'name' => mb_strimwidth($crmData->name ?? '', 0, 100),
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobileNumber ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => $crmData->job_title ?? null,
'photo_path' => $photoPath,
'remotely_created_at' => Carbon::parse($crmData->add_time),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData->id], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
/**
* @inheritdoc
*/
public function syncOrganization(): void
{
// Not applicable.
}
/**
* @inheritdoc
*/
public function syncProfiles(?User $userToSearch = null): ?\Jiminny\Models\Crm\Profile
{
// Not needed yet.
return null;
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_TASK,
parent::OBJECT_ACCOUNT,
parent::OBJECT_CONTACT,
parent::OBJECT_OPPORTUNITY,
];
}
/**
* @inheritdoc
*/
public function syncProfileFields(): void
{
$fieldTypes = [
'task',
'account',
'contact',
'opportunity',
];
foreach ($fieldTypes as $fieldType) {
try {
$currentFields = $this->getFields(ucfirst($fieldType));
$newFields = array_column($currentFields, 'name');
$changedFields = array_merge(
array_diff($this->profile->getFieldsAsArray($fieldType), $newFields),
array_diff($newFields, $this->profile->getFieldsAsArray($fieldType)),
);
if (\count($changedFields) > 0) {
$fields = implode(',', $newFields);
Log::debug(ucfirst($fieldType) . ' fields changed from ' . $this->profile->{$fieldType . '_fields'} . ' to: ' . $fields);
/*
// If they have changed, raise a notification to the owner.
$team->owner->notify(
new SyncedFieldsChanged($fieldType, $profile->getFieldsAsArray($fieldType), $newFields)
);
*/
$this->profile->{$fieldType . '_fields'} = $fields;
}
} catch (Exception $exception) {
Log::error('No access to ' . $fieldType . ' object, skipping...');
// XXX: should we log this fact somewhere?
continue;
}
}
$this->profile->save();
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
$params = [
'term' => $name,
'limit' => $count,
'start' => $offset,
'item_types' => 'person,organization',
];
$objects = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$objects = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
if ($exception->getMessage() === 'Invalid token: access token is invalid') {
throw new SocialAccountTokenInvalidException($exception->getMessage());
}
throw $exception;
}
if (empty($objects['items'])) {
return [];
}
// Build mapped list.
foreach ($objects['items'] as $object) {
$object = $object['item'];
// We only support these object types today.
if (\in_array($object['type'], ['person', 'organization']) === false) {
continue;
}
$objectType = $object['type'] === 'person' ? 'contact' : 'account';
$record = [
'crmId' => $object['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], $objectType),
'name' => $object['name'],
'industry' => null,
'title' => null,
'prospectType' => $objectType,
'phoneNumbers' => [],
];
if (isset($object['organization']['name'])) {
$record['organization'] = $object['organization']['name'];
}
if (isset($object['phones'][0])) {
$parsedNumber = $this->buildContactPhone(null, $object['phones'][0]);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
$data[] = $record;
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'only_primary_association' => 1,
'status' => 'open',
'sort' => 'update_time DESC',
];
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['sort'] = 'add_time DESC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['sort'] = 'add_time ASC';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['sort'] = 'update_time DESC';
$params['status'] = 'all_not_deleted';
}
$pdOpportunities = $this->client->getInstance()->organizations()->deals($account->crm_provider_id, $params)->getData();
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
if ($pdOpportunities === null) {
return [];
}
foreach ($pdOpportunities as $pdOpportunity) {
// Stage and RecordType are part of BusinessProcess
$businessProcess = $this->getBusinessProcesses((string) $pdOpportunity->pipeline_id);
if ($businessProcess === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
}
$stage = $this->getStage($businessProcess, (string) $pdOpportunity->stage_id);
if ($businessProcess !== null && $stage === null) {
$stage = $this->importStagesForBusinessProcess($businessProcess, (string) $pdOpportunity->stage_id);
}
/** @var ?RecordType $recordType */
$recordType = $businessProcess?->recordTypes()->first();
if ($businessProcess !== null && $recordType === null) {
$businessProcess = $this->importPipeline((int) $pdOpportunity->pipeline_id);
$recordType = $businessProcess?->recordTypes()->first();
}
$record = [
'crmId' => $pdOpportunity->id,
'name' => $pdOpportunity->title,
'value' => $pdOpportunity->formatted_value,
'won' => $pdOpportunity->won_time !== null,
'closed' => $pdOpportunity->status !== 'open',
'stage' => [
'id' => $stage?->id_string ?? '',
'name' => $stage?->name ?? '',
],
'recordType' => [
'id' => $recordType?->id_string ?? '',
'name' => $recordType?->name ?? '',
],
];
if ($ownerId && isset($pdOpportunity->user_id->id) && $pdOpportunity->user_id->id === (int) $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
}
if (! empty($ownerData)) {
return $ownerData;
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$pdActivities = null;
$filters = ['done' => 0];
switch ($objectType) {
case 'contact':
$pdActivities = $this->client->getInstance()->persons()->activities($objectId, $filters)->getData();
break;
case 'account':
// Prioritize looking up activities on the deal (which should be linked on the account anyway).
if ($opportunityId) {
$pdActivities = $this->client->getInstance()->deals()->activities($opportunityId, $filters)->getData();
}
// If no deal activity, fall back to the organization.
if ($pdActivities === null) {
$pdActivities = $this->client->getInstance()->organizations()->activities($objectId, $filters)->getData();
}
break;
}
if ($pdActivities === null) {
return [];
}
foreach ($pdActivities as $pdActivity) {
// Only import active, scheduled tasks in the future.
if ($pdActivity->active_flag) {
$due = $pdActivity->due_date . ($pdActivity->due_time ? ' ' . $pdActivity->due_time . ':00' : '');
$data[] = [
'crmId' => $pdActivity->id,
'subject' => $pdActivity->subject,
'due' => Carbon::parse($due)->toIso8601String(),
'type' => $pdActivity->type,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$contact = null;
$account = null;
$params = [
'term' => $email,
'item_types' => 'person',
'fields' => 'email',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $exception) {
$this->logger->info('[Pipedrive] Email match failed', [
'email' => $email,
'reason' => $exception->getMessage(),
]);
return null;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if (
! $contact instanceof Contact
&& ! $account instanceof Account
) {
return null;
}
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (count($pdOpportunities) > 0) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember !== false) {
return null;
}
$params = [
'term' => $phone,
'item_types' => 'person,organization',
'fields' => 'phone',
];
$searchResult = [];
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$searchResult = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Phone match failed', [
'phone' => $phone,
'reason' => $e->getMessage(),
]);
return null;
}
if (empty($searchResult['items']) || count($searchResult['items']) !== 1) {
return null;
}
$contact = $this->syncContact($searchResult['items'][0]['item']['id']);
$account = $contact->account;
$countryCode = $this->getCountryCode($contact, $account);
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
private function getCountryCode($contact, $account): ?string
{
if ($contact && $contact->country_code) {
return $contact->country_code;
} elseif ($account && $account->country_code) {
return $account->country_code;
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$result = Cache::remember($this->profile->id . $name, 60, function () use ($name, $userId) {
$contact = null;
$account = null;
$params = [
'term' => $name,
'item_types' => 'person',
'fields' => 'name',
];
$pdContact = null;
try {
if (! $this->client instanceof Client) {
throw new \InvalidArgumentException('Expected Pipedrive Client instance');
}
$response = $this->client->searchItems($params);
$pdContact = $response['data'] ?? null;
} catch (PipedriveApiException $e) {
$this->logger->info('[Pipedrive] Name match failed', [
'name' => $name,
'reason' => $e->getMessage(),
]);
return false;
}
if (! empty($pdContact['items']) && count($pdContact['items']) === 1) {
$contact = $this->syncContact($pdContact['items'][0]['item']['id']);
$account = $contact->account;
}
if ($contact || $account) {
$countryCode = null;
if ($contact && $contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account && $account->country_code) {
$countryCode = $account->country_code;
}
try {
$pdOpportunities = $this->findOpportunities(
$account ? $account->crm_provider_id : null,
$contact->crm_provider_id,
$userId,
);
} catch (Exception $e) {
$pdOpportunities = [];
}
$opportunity = null;
$stage = null;
if (! empty($pdOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($pdOpportunities[0]['crmId']);
$stage = $opportunity?->stage;
}
return [
null,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
return false;
});
return is_array($result) ? $result : null;
}
/**
* @inheritdoc
*/
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
...
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|
/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769044047_m1.jpg...
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iTerm2
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18..•PhpStormFileEditViewNavigateCodeLaravelRefact 18..•PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:30:43QProject vReportController.php© AutomatedReportGenerated.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php:=custom.log© Service.phpUserAutomatedReportsController.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.php© WebhookSyncBatchProcessSalesforce/Service.phpv D IntegrationApp© ActivityPlaybookTrait.php> O Accessors> Api|E.envDetachActivityObject.php> D Config> DDTO© HubspotPaginationService.php> O Filters› Jobs> D ProspectSearchStrategy•EA..+15.06.19Graham10.07.20 Graham10.07.20 Graham17 09 24 Panazov1534153515361537PlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.logDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:WCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] XRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php4 console [PROD]HandleHubspotRateLimit.phpA console (EU]A5 A119 X329 AGo jiminny$type = Sthis->getCrmType(Sactivity->category);if ($type===null) {Fyrontinn(232233PRM tuno in Pinednive for "!Sartit-234= 11512582;GitLocal ChangesShelfLog: origin/JY-18908-ask-jiminny-on-demandConsoleLog+Q- Text or hashBranches.*CcBranch ~ User v Date v Paths v 18,Add secondary email concept for CRN James GrahamSupport bulk-logging activity via CLIJames GrahamMerge pull request #4023 from jiminn James Graham*Fix reference to errors collection in th‹ Ahmet KatranciFix reference to errors collection in thi Ahmet KatranciD5 8 0010.07.20, 16:1310.07.20, 15:389.07.20, 17:209.07.20, 15:449.07.20, 14:09→90,v C Pipedrive 1 file© Service.php• database/migrations 1 fileSн6 2020_07_10_163514_add_secondary_email_column.phpAdd secondary email concept for CRM profiles1?Nothing to showWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams1535:34 (10 chars)UTF-8Ca 4 spaces...
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ocr
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18..•PhpStormFileEditViewNavigateCodeLaravelRefact 18..•PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:30:43QProject vReportController.php© AutomatedReportGenerated.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php:=custom.log© Service.phpUserAutomatedReportsController.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.php© WebhookSyncBatchProcessSalesforce/Service.phpv D IntegrationApp© ActivityPlaybookTrait.php> O Accessors> Api|E.envDetachActivityObject.php> D Config> DDTO© HubspotPaginationService.php> O Filters› Jobs> D ProspectSearchStrategy•EA..+15.06.19Graham10.07.20 Graham10.07.20 Graham17 09 24 Panazov1534153515361537PlanhatService.phpAutomatedReportResult.phpSendReportJob.php=laravel.logDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.phpSF [jiminny@localhost]© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpA HS_local [jiminny@localho:WCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging4 console [QAI PROD] XRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php4 console [PROD]HandleHubspotRateLimit.phpA console (EU]A5 A119 X329 AGo jiminny$type = Sthis->getCrmType(Sactivity->category);if ($type===null) {Fyrontinn(232233PRM tuno in Pinednive for "!Sartit-234= 11512582;GitLocal ChangesShelfLog: origin/JY-18908-ask-jiminny-on-demandConsoleLog+Q- Text or hashBranches.*CcBranch ~ User v Date v Paths v 18,Add secondary email concept for CRN James GrahamSupport bulk-logging activity via CLIJames GrahamMerge pull request #4023 from jiminn James Graham*Fix reference to errors collection in th‹ Ahmet KatranciFix reference to errors collection in thi Ahmet KatranciD5 8 0010.07.20, 16:1310.07.20, 15:389.07.20, 17:209.07.20, 15:449.07.20, 14:09→90,v C Pipedrive 1 file© Service.php• database/migrations 1 fileSн6 2020_07_10_163514_add_secondary_email_column.phpAdd secondary email concept for CRM profiles1?Nothing to showWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams1535:34 (10 chars)UTF-8Ca 4 spaces...
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1624
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31
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2026-05-14T14:30:44.775422+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769044775_m2.jpg...
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iTerm2
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1
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NULL
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monitor_2
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NULL
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NULL
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 Mау 1/•30.44Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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-91100854465554989
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 Mау 1/•30.44Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769048378_m1.jpg...
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18..•PhpStormFileEditViewNavigateCodeLaravelRefact 18..•PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit K vProject vReportController.php© AutomatedReportGenerated.phpablHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:30:48QGitBranchesTrackAutomatedReportGeneratedEvent.phpPlaybackController.php:© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.phpImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging> O Accessors> Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.php> O Filters15.06.19Graham1534A5 A119 × 3 29 ^› Jobs10.07.20 Graham1535$type = Sthis->getCrmType(Sactivity->category);232> D ProspectSearchStrategy10.07.20 Graham1536if ($type===null) {233 V•EA..+17 09 24 Panazov1537thnnwnowFxcentinnf mescanA:'No manned CRM tvne in Pinednive fon "!Sartil-234Local ChangesShelfLog: origin/JY-18908-ask-jiminny-on-demandConsoleLogX.+Q- Text or hashCcBranch ~ User v Date v Paths v 18,D5з 60QAdd secondary email concept for CRN James Graham10.07.20, 16:13• Pipedrive 1 fileSupport bulk-logging activity via CLIJames Graham10.07.20, 15:38© Service.phpMerge pull request #4023 from jiminn James Graham*9.07.20, 17:20• database/migrations 1 fileFix reference to errors collection in th‹ Ahmet Katranci9.07.20, 15:44Sн6 2020_07_10_163514_add_secondary_email_column.phpFix reference to errors collection in thi Ahmet Katranci9.07.20, 14:09Add secondary email concept for CRM profiles+→Side-by-side viewer -Do not ignore +Highlight words15?@ 167c51f4 app/Services/Crm/Pipedrive/Service.php* @return Activity* Oreturn Activity*/*/=custom.log=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]Gojiminny v11512582;4 differencesprivate function buildCallPayload(Activity $activity) : Activity$data = ['done' => 1,'user_id' = Sthis->profile-›crm_provider_id,'due_time' => $activity->scheduled_start_time->format('H:i'),'due_date' => $activity->scheduled_start_time->toDateString()'duration' => gmdate('H:i', $activity->duration), 'type'= Sthis->getCrmType(Sactivity->category)->value,Isubiect!=> Sthis->generateActivityTitle(Sactivity)1516Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)© ba private function buildCallPayload(Activity $activity) : Activity$type = $this->getCrmType($activity->category);if ($type === null) {throw new \Exception('No mapped CRM type in Pipedrive for "*.SaSdata = ['done' => 1,luser _id' => Sthis->profilo->erm_provider_id,W Windsurf Teams1535:34 (10 chars)UTF-8Co 4 spaces...
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18..•PhpStormFileEditViewNavigateCodeLaravelRefact 18..•PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.jsv#12066 on JY-20725-handle-HS-search-rate-limit K vProject vReportController.php© AutomatedReportGenerated.phpablHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:30:48QGitBranchesTrackAutomatedReportGeneratedEvent.phpPlaybackController.php:© Service.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© SyncFieldAction.php© SyncRelatedActivityManage• DeleteCrmEntityTrait.phpDeleteAccountJob.phpImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© WebhookSyncBatchProcessSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.php XPlainTextDecorateActivity.phpv D IntegrationApp© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging> O Accessors> Api|E.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.phpClient.php> D Config> DDTO© HubspotPaginationService.phpHandleHubspotRateLimit.php> O Filters15.06.19Graham1534A5 A119 × 3 29 ^› Jobs10.07.20 Graham1535$type = Sthis->getCrmType(Sactivity->category);232> D ProspectSearchStrategy10.07.20 Graham1536if ($type===null) {233 V•EA..+17 09 24 Panazov1537thnnwnowFxcentinnf mescanA:'No manned CRM tvne in Pinednive fon "!Sartil-234Local ChangesShelfLog: origin/JY-18908-ask-jiminny-on-demandConsoleLogX.+Q- Text or hashCcBranch ~ User v Date v Paths v 18,D5з 60QAdd secondary email concept for CRN James Graham10.07.20, 16:13• Pipedrive 1 fileSupport bulk-logging activity via CLIJames Graham10.07.20, 15:38© Service.phpMerge pull request #4023 from jiminn James Graham*9.07.20, 17:20• database/migrations 1 fileFix reference to errors collection in th‹ Ahmet Katranci9.07.20, 15:44Sн6 2020_07_10_163514_add_secondary_email_column.phpFix reference to errors collection in thi Ahmet Katranci9.07.20, 14:09Add secondary email concept for CRM profiles+→Side-by-side viewer -Do not ignore +Highlight words15?@ 167c51f4 app/Services/Crm/Pipedrive/Service.php* @return Activity* Oreturn Activity*/*/=custom.log=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]Gojiminny v11512582;4 differencesprivate function buildCallPayload(Activity $activity) : Activity$data = ['done' => 1,'user_id' = Sthis->profile-›crm_provider_id,'due_time' => $activity->scheduled_start_time->format('H:i'),'due_date' => $activity->scheduled_start_time->toDateString()'duration' => gmdate('H:i', $activity->duration), 'type'= Sthis->getCrmType(Sactivity->category)->value,Isubiect!=> Sthis->generateActivityTitle(Sactivity)1516Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)© ba private function buildCallPayload(Activity $activity) : Activity$type = $this->getCrmType($activity->category);if ($type === null) {throw new \Exception('No mapped CRM type in Pipedrive for "*.SaSdata = ['done' => 1,luser _id' => Sthis->profilo->erm_provider_id,W Windsurf Teams1535:34 (10 chars)UTF-8Co 4 spaces...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.51 G8 availabld• Inu 14 May 1/.30:04Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.51 G8 availabld• Inu 14 May 1/.30:04Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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pipedrive
Pipedrive app/Services/Crm/Pipedrive
Pipedrive tests/Unit/Services/Crm/Pipedrive
Pipedrive tests/unit2022/Services/Crm/Pipedrive
Pipedrive build/coverage/Services/Crm/Pipedrive
PipedriveInterface.php .../app/Contracts/Services/Crm/Provider/PipedriveInterface.php, interface
PipedriveApiClient.php .../app/Services/Crm/Pipedrive/PipedriveApiClient.php, class
PipedriveApiException.php .../app/Services/Crm/Pipedrive/PipedriveApiException.php, exception class
PipedriveDefaultStrategy.php .../app/.../Pipedrive/ProspectSearchStrategy/PipedriveDefaultStrategy.php, class
PipedriveApiClientTest.php .../tests/Unit/Services/Crm/Pipedrive/PipedriveApiClientTest.php, class
PipedriveSingleSyncStrategy.php .../.../OpportunitySyncStrategy/PipedriveSingleSyncStrategy.php, class
PipedriveLastModifiedSyncStrategy.php .../PipedriveLastModifiedSyncStrategy.php, class
PipedriveLastModifiedSyncStrategyTest.php .../PipedriveLastModifiedSyncStrategyTest.php, class
PipedriveDefaultStrategy.php.html build/coverage/Services/Crm/Pipedrive/ProspectSearchStrategy
PipedriveLastModifiedSyncStrategy.php.html build/coverage/.../Crm/Pipedrive/OpportunitySyncStrategy
PipedriveSingleSyncStrategy.php.html build/coverage/Services/Crm/Pipedrive/OpportunitySyncStrategy
… more
Pipedrive app/Services/Crm/Pipedrive
Pipedrive tests/Unit/Services/Crm/Pipedrive
Pipedrive tests/unit2022/Services/Crm/Pipedrive
Pipedrive build/coverage/Services/Crm/Pipedrive
PipedriveInterface.php .../app/Contracts/Services/Crm/Provider/PipedriveInterface.php, interface
PipedriveApiClient.php .../app/Services/Crm/Pipedrive/PipedriveApiClient.php, class
PipedriveApiException.php .../app/Services/Crm/Pipedrive/PipedriveApiException.php, exception class
PipedriveDefaultStrategy.php .../app/.../Pipedrive/ProspectSearchStrategy/PipedriveDefaultStrategy.php, class
PipedriveApiClientTest.php .../tests/Unit/Services/Crm/Pipedrive/PipedriveApiClientTest.php, class
PipedriveSingleSyncStrategy.php .../.../OpportunitySyncStrategy/PipedriveSingleSyncStrategy.php, class
PipedriveLastModifiedSyncStrategy.php .../PipedriveLastModifiedSyncStrategy.php, class
PipedriveLastModifiedSyncStrategyTest.php .../PipedriveLastModifiedSyncStrategyTest.php, class
PipedriveDefaultStrategy.php.html build/coverage/Services/Crm/Pipedrive/ProspectSearchStrategy
PipedriveLastModifiedSyncStrategy.php.html build/coverage/.../Crm/Pipedrive/OpportunitySyncStrategy
PipedriveSingleSyncStrategy.php.html build/coverage/Services/Crm/Pipedrive/OpportunitySyncStrategy
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Services/Crm/Pipedrive
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project Files","depth":2,"bounds":{"left":0.8298611,"top":0.25,"width":0.07430556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Preview","depth":2,"bounds":{"left":0.90416664,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Filter","depth":2,"bounds":{"left":0.9222222,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open in Find Tool 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.../app/Services/Crm/Pipedrive/PipedriveApiException.php, exception class","depth":2,"bounds":{"left":0.49930555,"top":0.48333332,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveDefaultStrategy.php .../app/.../Pipedrive/ProspectSearchStrategy/PipedriveDefaultStrategy.php, class","depth":2,"bounds":{"left":0.49930555,"top":0.50777775,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveApiClientTest.php .../tests/Unit/Services/Crm/Pipedrive/PipedriveApiClientTest.php, class","depth":2,"bounds":{"left":0.49930555,"top":0.5322222,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveSingleSyncStrategy.php .../.../OpportunitySyncStrategy/PipedriveSingleSyncStrategy.php, class","depth":2,"bounds":{"left":0.49930555,"top":0.5566667,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveLastModifiedSyncStrategy.php .../PipedriveLastModifiedSyncStrategy.php, class","depth":2,"bounds":{"left":0.49930555,"top":0.58111113,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveLastModifiedSyncStrategyTest.php .../PipedriveLastModifiedSyncStrategyTest.php, class","depth":2,"bounds":{"left":0.49930555,"top":0.60555553,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveDefaultStrategy.php.html build/coverage/Services/Crm/Pipedrive/ProspectSearchStrategy","depth":2,"bounds":{"left":0.49930555,"top":0.63,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveLastModifiedSyncStrategy.php.html build/coverage/.../Crm/Pipedrive/OpportunitySyncStrategy","depth":2,"bounds":{"left":0.49930555,"top":0.65444446,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveSingleSyncStrategy.php.html build/coverage/Services/Crm/Pipedrive/OpportunitySyncStrategy","depth":2,"bounds":{"left":0.49930555,"top":0.6788889,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"… more","depth":2,"bounds":{"left":0.49930555,"top":0.7033333,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Pipedrive app/Services/Crm/Pipedrive","depth":4,"bounds":{"left":0.49930555,"top":0.33666667,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Pipedrive tests/Unit/Services/Crm/Pipedrive","depth":4,"bounds":{"left":0.49930555,"top":0.3611111,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Pipedrive tests/unit2022/Services/Crm/Pipedrive","depth":4,"bounds":{"left":0.49930555,"top":0.38555557,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Pipedrive build/coverage/Services/Crm/Pipedrive","depth":4,"bounds":{"left":0.49930555,"top":0.41,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveInterface.php .../app/Contracts/Services/Crm/Provider/PipedriveInterface.php, 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class","depth":4,"bounds":{"left":0.49930555,"top":0.58111113,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveLastModifiedSyncStrategyTest.php .../PipedriveLastModifiedSyncStrategyTest.php, class","depth":4,"bounds":{"left":0.49930555,"top":0.60555553,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveDefaultStrategy.php.html build/coverage/Services/Crm/Pipedrive/ProspectSearchStrategy","depth":4,"bounds":{"left":0.49930555,"top":0.63,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveLastModifiedSyncStrategy.php.html build/coverage/.../Crm/Pipedrive/OpportunitySyncStrategy","depth":4,"bounds":{"left":0.49930555,"top":0.65444446,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"PipedriveSingleSyncStrategy.php.html build/coverage/Services/Crm/Pipedrive/OpportunitySyncStrategy","depth":4,"bounds":{"left":0.49930555,"top":0.6788889,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"… more","depth":4,"bounds":{"left":0.49930555,"top":0.7033333,"width":0.4652778,"height":0.024444444},"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"Services/Crm/Pipedrive","depth":1,"bounds":{"left":0.51319444,"top":0.74777776,"width":0.09236111,"height":0.018888889},"on_screen":true,"help_text":"Services/Crm/Pipedrive","role_description":"text"},{"role":"AXLink","text":"Open In Right Split","depth":1,"bounds":{"left":0.8673611,"top":0.74777776,"width":0.08055556,"height":0.018888889},"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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pipedrive
Pipedrive app/Services/Crm/Pipedrive
Pipedrive tests/Unit/Services/Crm/Pipedrive
Pipedrive tests/unit2022/Services/Crm/Pipedrive
Pipedrive build/coverage/Services/Crm/Pipedrive
PipedriveInterface.php .../app/Contracts/Services/Crm/Provider/PipedriveInterface.php, interface
PipedriveApiClient.php .../app/Services/Crm/Pipedrive/PipedriveApiClient.php, class
PipedriveApiException.php .../app/Services/Crm/Pipedrive/PipedriveApiException.php, exception class
PipedriveDefaultStrategy.php .../app/.../Pipedrive/ProspectSearchStrategy/PipedriveDefaultStrategy.php, class
PipedriveApiClientTest.php .../tests/Unit/Services/Crm/Pipedrive/PipedriveApiClientTest.php, class
PipedriveSingleSyncStrategy.php .../.../OpportunitySyncStrategy/PipedriveSingleSyncStrategy.php, class
PipedriveLastModifiedSyncStrategy.php .../PipedriveLastModifiedSyncStrategy.php, class
PipedriveLastModifiedSyncStrategyTest.php .../PipedriveLastModifiedSyncStrategyTest.php, class
PipedriveDefaultStrategy.php.html build/coverage/Services/Crm/Pipedrive/ProspectSearchStrategy
PipedriveLastModifiedSyncStrategy.php.html build/coverage/.../Crm/Pipedrive/OpportunitySyncStrategy
PipedriveSingleSyncStrategy.php.html build/coverage/Services/Crm/Pipedrive/OpportunitySyncStrategy
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Pipedrive app/Services/Crm/Pipedrive
Pipedrive tests/Unit/Services/Crm/Pipedrive
Pipedrive tests/unit2022/Services/Crm/Pipedrive
Pipedrive build/coverage/Services/Crm/Pipedrive
PipedriveInterface.php .../app/Contracts/Services/Crm/Provider/PipedriveInterface.php, interface
PipedriveApiClient.php .../app/Services/Crm/Pipedrive/PipedriveApiClient.php, class
PipedriveApiException.php .../app/Services/Crm/Pipedrive/PipedriveApiException.php, exception class
PipedriveDefaultStrategy.php .../app/.../Pipedrive/ProspectSearchStrategy/PipedriveDefaultStrategy.php, class
PipedriveApiClientTest.php .../tests/Unit/Services/Crm/Pipedrive/PipedriveApiClientTest.php, class
PipedriveSingleSyncStrategy.php .../.../OpportunitySyncStrategy/PipedriveSingleSyncStrategy.php, class
PipedriveLastModifiedSyncStrategy.php .../PipedriveLastModifiedSyncStrategy.php, class
PipedriveLastModifiedSyncStrategyTest.php .../PipedriveLastModifiedSyncStrategyTest.php, class
PipedriveDefaultStrategy.php.html build/coverage/Services/Crm/Pipedrive/ProspectSearchStrategy
PipedriveLastModifiedSyncStrategy.php.html build/coverage/.../Crm/Pipedrive/OpportunitySyncStrategy
PipedriveSingleSyncStrategy.php.html build/coverage/Services/Crm/Pipedrive/OpportunitySyncStrategy
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Services/Crm/Pipedrive
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curl --location 'https://api.hubapi.com/crm/v3/objects/contacts/search' \ --header 'Content-Type: application/json' \ --header 'Authorization: [AUTH_TOKEN]' \ --data '{ "limit": 1 }'
.github/secfix/claude-secfix-settings.json
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[{"role":"AXButton","text" [{"role":"AXButton","text":"All Places","depth":2,"bounds":{"left":0.8423611,"top":0.25,"width":0.061805554,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Preview","depth":2,"bounds":{"left":0.90416664,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Filter","depth":2,"bounds":{"left":0.9222222,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open in Find Tool Window","depth":2,"bounds":{"left":0.94027776,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextField","text":"curl --location 'https://api.hubapi.com/crm/v3/objects/contacts/search' \\ --header 'Content-Type: application/json' \\ --header 'Authorization: Bearer CIKvma3iMxIZQlNQMl8kQEwrAgwACAkUAhIJBB4BAQEDBxjVrJYMILuP6SAo1KwCMhTHn-y3_hxt0uPnjMvPqUYCkHSMaToyQlNQMl8kQEwrAiUACBkGawEFThwBARIBAQEEATEEAQEBAQEBAQEBAQUBEggBAQEBAYlCFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA' \\ --data '{ \"limit\": 1 }'","depth":1,"bounds":{"left":0.50555557,"top":0.29222223,"width":0.45277777,"height":0.032222223},"on_screen":true,"value":"curl --location 'https://api.hubapi.com/crm/v3/objects/contacts/search' \\ --header 'Content-Type: application/json' \\ --header 'Authorization: Bearer CIKvma3iMxIZQlNQMl8kQEwrAgwACAkUAhIJBB4BAQEDBxjVrJYMILuP6SAo1KwCMhTHn-y3_hxt0uPnjMvPqUYCkHSMaToyQlNQMl8kQEwrAiUACBkGawEFThwBARIBAQEEATEEAQEBAQEBAQEBAQUBEggBAQEBAYlCFIr7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA' \\ --data '{ \"limit\": 1 }'","role_description":"text field","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".github/secfix/claude-secfix-settings.json","depth":1,"bounds":{"left":0.51319444,"top":0.74777776,"width":0.16319445,"height":0.018888889},"on_screen":true,"help_text":".github/secfix/claude-secfix-settings.json","role_description":"text"},{"role":"AXLink","text":"Open In Right Split","depth":1,"bounds":{"left":0.8673611,"top":0.74777776,"width":0.08055556,"height":0.018888889},"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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curl --location 'https://api.hubapi.com/crm/v3/objects/contacts/search' \ --header 'Content-Type: application/json' \ --header 'Authorization: [AUTH_TOKEN]' \ --data '{ "limit": 1 }'
.github/secfix/claude-secfix-settings.json
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[{"role":"AXButton","text" [{"role":"AXButton","text":"Project Files","depth":2,"bounds":{"left":0.8298611,"top":0.25,"width":0.07430556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Preview","depth":2,"bounds":{"left":0.90416664,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Filter","depth":2,"bounds":{"left":0.9222222,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open in Find Tool Window","depth":2,"bounds":{"left":0.94027776,"top":0.25,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":".github/secfix/claude-secfix-settings.json","depth":1,"bounds":{"left":0.51319444,"top":0.30888888,"width":0.16319445,"height":0.018888889},"on_screen":true,"help_text":".github/secfix/claude-secfix-settings.json","role_description":"text"},{"role":"AXLink","text":"Open In Right Split","depth":1,"bounds":{"left":0.8673611,"top":0.30888888,"width":0.08055556,"height":0.018888889},"on_screen":true,"role_description":"link","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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close/S
Close app/Services/Activity/Close
Close app/Services/Crm/Close
Close tests/Feature/Services/Crm/Close
Close tests/Unit/Services/Activity/Close
Close tests/Unit/Services/Crm/Close
Close build/coverage/Services/Activity/Close
Close build/coverage/Services/Crm/Close
Closed.php .../app/Events/Activities/Connections/Closed.php, class
Closed.php .../app/Listeners/Activities/Connections/Closed.php, class
CloseDatePassedDealRisk.php .../app/.../DealRisks/DealRiskTypes/CloseDatePassedDealRisk.php, class
CloseDatePassedDealRiskTest.php .../.../DealRisks/DealRiskTypes/CloseDatePassedDealRiskTest.php, class
Closed.php.html build/coverage/Events/Activities/Connections
Closed.php.html build/coverage/Listeners/Activities/Connections
CloseDatePassedDealRisk.php.html build/coverage/Component/DealRisks
CloseDatePassedDealRisk.php.html build/coverage/Component/DealRisks/DealRiskTypes
Close app/Services/Activity/Close
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Close tests/Unit/Services/Activity/Close
Close tests/Unit/Services/Crm/Close
Close build/coverage/Services/Activity/Close
Close build/coverage/Services/Crm/Close
ProspectSearchStrategy app/Services/Crm/Close/ProspectSearchStrategy
ProspectSearchStrategy tests/Unit/Services/Crm/Close/ProspectSearchStrategy
ProspectSearchStrategy build/coverage/Services/Crm/Close/ProspectSearchStrategy
Services/Activity/Close
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visual_change
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Project Files
Preview
Filter
Open in Find Tool Win Project Files
Preview
Filter
Open in Find Tool Window
close/S
Close app/Services/Activity/Close
Close app/Services/Crm/Close
Close tests/Feature/Services/Crm/Close
Close tests/Unit/Services/Activity/Close
Close tests/Unit/Services/Crm/Close
Close build/coverage/Services/Activity/Close
Close build/coverage/Services/Crm/Close
Closed.php .../app/Events/Activities/Connections/Closed.php, class
Closed.php .../app/Listeners/Activities/Connections/Closed.php, class
CloseDatePassedDealRisk.php .../app/.../DealRisks/DealRiskTypes/CloseDatePassedDealRisk.php, class
CloseDatePassedDealRiskTest.php .../.../DealRisks/DealRiskTypes/CloseDatePassedDealRiskTest.php, class
Closed.php.html build/coverage/Events/Activities/Connections
Closed.php.html build/coverage/Listeners/Activities/Connections
CloseDatePassedDealRisk.php.html build/coverage/Component/DealRisks
CloseDatePassedDealRisk.php.html build/coverage/Component/DealRisks/DealRiskTypes
Close app/Services/Activity/Close
Close app/Services/Crm/Close
Close tests/Feature/Services/Crm/Close
Close tests/Unit/Services/Activity/Close
Close tests/Unit/Services/Crm/Close
Close build/coverage/Services/Activity/Close
Close build/coverage/Services/Crm/Close
ProspectSearchStrategy app/Services/Crm/Close/ProspectSearchStrategy
ProspectSearchStrategy tests/Unit/Services/Crm/Close/ProspectSearchStrategy
ProspectSearchStrategy build/coverage/Services/Crm/Close/ProspectSearchStrategy
Services/Activity/Close
Open In Right Split...
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45323
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769066440_m1.jpg...
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PhpStorm
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1
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NULL
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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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save
Inherited members (⌘R)
Anonymous Classes (⌘I) save
Inherited members (⌘R)
Anonymous Classes (⌘I)
Lambdas (⌘L)
Service, class
saveActivity(activity: Activity): Activity ↑RemoteEntityManipulationInterface, public method
saveFollowupActivity(activity: Activity, fields: array): null|string ↑RemoteEntityManipulationInterface, public method
saveActivity(activity: Activity): Activity ↑RemoteEntityManipulationInterface, public method
saveFollowupActivity(activity: Activity, fields: array): null|string ↑RemoteEntityManipulationInterface, public method
Service.php...
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3093863763063288529
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4591044385728787694
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visual_change
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accessibility
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NULL
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save
Inherited members (⌘R)
Anonymous Classes (⌘I) save
Inherited members (⌘R)
Anonymous Classes (⌘I)
Lambdas (⌘L)
Service, class
saveActivity(activity: Activity): Activity ↑RemoteEntityManipulationInterface, public method
saveFollowupActivity(activity: Activity, fields: array): null|string ↑RemoteEntityManipulationInterface, public method
saveActivity(activity: Activity): Activity ↑RemoteEntityManipulationInterface, public method
saveFollowupActivity(activity: Activity, fields: array): null|string ↑RemoteEntityManipulationInterface, public method
Service.php...
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NULL
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NULL
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2026-05-14T14:31:09.066407+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769069066_m1.jpg...
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PhpStorm
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faVsco.js – Close/Service.php
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1
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NULL
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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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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelplhl100% С•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv8• Thu 14 May 17:31:08* :QProjectv© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XCopper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php18...> D CrmObjectsv DecorateActivityE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummy© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringf...v Helpers5210081015T ActivityPlaybookTrait.php1 usage© Arraylterator.phpConnectionStateTrait.php10161020private function getOwnerKeySuffix(?int $userId = null): string{...}© CrmHelperRepository.php3 usages© FilterJoinedParticipants.php1021+ OpportunitySyncableFieldsTprivate function convertCrmData(string $crmid, ?int $userId = null): array{...}1065v D Hubspot1066 Cpublic function saveActivity(Activity $activity): ActivityD AccountSyncStrategy1067> OJ Actions |1068• ContactSyncStrategy1069> ODTO1070› Fields1071> 0 Journal1072switch (Sactivity->type) {case Activity: :TYPE_CONFERENCE:case Activity:: TYPE_SOFTPHONE:case Activity: : TYPE_SOFTPHONE_INBOUND:Sactivity = $this->buildCallPayload(Sactivity);• Metadata1073v C OpportunitySyncStrategy1074> D Concerns1075© HubspotLastModifiedByF1076© HubspotLastModifiedCre1077break;case Activity:: TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload($activity);© HubspotLastModifiedCre1078© HubspotLastModifiedOpe1079break;© HubspotLastModifiedSyn1080© HubspotSingleSyncStrate1081© HubspotSyncStrategyBa:1082return Sactivity:© HubspotWebhookBatchS1083v MDaninationWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)=laravel.log© DecorateActivity.phpSF [jiminny@localhost]PlainTextDecorateActivity.phpA HS_local [jiminny@localho:W= .env.staging« console [QAI PROD) XClient.php4 console [PROD]A console (EU]46 A9DGo jiminny084143 ×4 л215|•m_layout_id =2162,1661,66799,66217218219id = 33;220-221222223-224id THEN •(own225.226=227=228229230hubspot':-231232233 v2:= 11512582;234=W Windsurf Teams1066:21UTF-8Ca 4 spaces...
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NULL
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NULL
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click
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ocr
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NULL
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelplhl100% С•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv8• Thu 14 May 17:31:08* :QProjectv© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XCopper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php18...> D CrmObjectsv DecorateActivityE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummy© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringf...v Helpers5210081015T ActivityPlaybookTrait.php1 usage© Arraylterator.phpConnectionStateTrait.php10161020private function getOwnerKeySuffix(?int $userId = null): string{...}© CrmHelperRepository.php3 usages© FilterJoinedParticipants.php1021+ OpportunitySyncableFieldsTprivate function convertCrmData(string $crmid, ?int $userId = null): array{...}1065v D Hubspot1066 Cpublic function saveActivity(Activity $activity): ActivityD AccountSyncStrategy1067> OJ Actions |1068• ContactSyncStrategy1069> ODTO1070› Fields1071> 0 Journal1072switch (Sactivity->type) {case Activity: :TYPE_CONFERENCE:case Activity:: TYPE_SOFTPHONE:case Activity: : TYPE_SOFTPHONE_INBOUND:Sactivity = $this->buildCallPayload(Sactivity);• Metadata1073v C OpportunitySyncStrategy1074> D Concerns1075© HubspotLastModifiedByF1076© HubspotLastModifiedCre1077break;case Activity:: TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload($activity);© HubspotLastModifiedCre1078© HubspotLastModifiedOpe1079break;© HubspotLastModifiedSyn1080© HubspotSingleSyncStrate1081© HubspotSyncStrategyBa:1082return Sactivity:© HubspotWebhookBatchS1083v MDaninationWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)=laravel.log© DecorateActivity.phpSF [jiminny@localhost]PlainTextDecorateActivity.phpA HS_local [jiminny@localho:W= .env.staging« console [QAI PROD) XClient.php4 console [PROD]A console (EU]46 A9DGo jiminny084143 ×4 л215|•m_layout_id =2162,1661,66799,66217218219id = 33;220-221222223-224id THEN •(own225.226=227=228229230hubspot':-231232233 v2:= 11512582;234=W Windsurf Teams1066:21UTF-8Ca 4 spaces...
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2026-05-14T14:31:09.089512+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769069089_m2.jpg...
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PhpStorm
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faVsco.js – Close/Service.php
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1
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NULL
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monitor_2
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NULL
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NULL
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'...
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click
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hybrid
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pm~ (Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterday at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday at 13.31Yesterday at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:27resterday at 13.-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.21Yesterdav at 13:21Yesterday at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterday at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yesterday at 13:10Yesterday at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterday at 13:08Yesterdav at 13:07MPEG-4 movie13 KBMPEG-4 movie16 KB1/ Kb29 KBMPEG-4 movieMPEG-4 movie6 KB12 KBMPE0"4 movie9 K:7 KBMPEG-4 movie8 KB37 KBMP2G-4 movie10 KBMPEG-4 movie7 KBMPEG"4 movie9K:8KBMPEG-4 movie72 KB14 K8|13 KRIMPEG-4 movieMPEG-4 movie9 KB18 KBMPEG-4 movie12 KEMPEG-4 movie10 KBMPEG-4 movie16 KB6 KB1MPEG-4 movie6 KBMPEG-4 movie12 KB23 KBMPEG-4 movie8 KEMPEG-4 movie6 KBMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KBMPEG-4 movie34 KBMPEG-4 movie10 KPMPEG-4 movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBIMPEG-4 movie26 KBMPEG-4 movie111 KB102 KBRR KRMPEG-4 movieMDEG-A movie59 KB98 KBMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMPEG-4 movie58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageJPEG imageJPEG imageColdo1 of 58 selected, 8.5 GB availab!i• Inu 14 May 1/.31•00Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769071405_m1.jpg...
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PhpStorm
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelplhl•Project vFV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% С8• Thu 14 May 17:31:11* :Q© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XCopper18...> D CrmObjectsv DecorateActivity© ActivityPlaybookTrait.phpE.envCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.phpDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummy© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringf...}v Helpers5210081015T ActivityPlaybookTrait.phpUnhandled \Jiminny\Exceptions\CrmException1 usage© Arraylterator.phpConnectionStateTrait.php10161020private function getOwnerKeySuffix(?int $us© CrmHelperRepository.php3 usages© FilterJoinedParticipants.php1021private function convertCrmData(string $crm© OpportunitySyncableFieldsTServiceprivate function buildCallPayload(Activity Sactivity): Activity1065v C Hubspot1066 Ctpublic function saveActivity(Activity $actiD AccountSyncStrategyParameters:ActivitySactivity1067> OJ Actions |1068• ContactSyncStrategy1069> ODTO1070> D Fields1071> 0 Journal1072• Metadataswitch (Sactivity->type) {Throws:case Activity:: TYPE_CONFERENCE:Source:case Activity:: TYPE_SOFTPHONE:phpcase Activity: :TYPE_SOFTPHONE_INBOUSactivity = $this->buildCallPayLoad(Sactivity);CrmException.../app/Services/Crm/Close/Service.1073v C OpportunitySyncStrategy1074› D Concerns1075© HubspotLastModifiedByF1076© HubspotLastModifiedCre1077break;case Activity:: TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload($activity);© HubspotLastModifiedCre1078© HubspotLastModifiedOpe1079break;© HubspotLastModifiedSyn1080© HubspotSingleSyncStrate1081© HubspotSyncStrategyBa:1082return Sactivity:© HubspotWebhookBatchS1083v MDaninationUnhandled \Jiminny\Exceptions\CrmException=laravel.log© DecorateActivity.phpSF [jiminny@localhost]PlainTextDecorateActivity.phpA HS_local [jiminny@localho:W= .env.staging« console [QAI PROD) XClient.php4 console [PROD]A console (EU]A6 A 24DGo jiminny084143 ×4 л215|•m_layout_id =2162,1661,66799,66217218219-220id = 33;=221-222223=224id THEN •(own.225=226=227- 228=229230hubspot':-231232T234233V= 11512582;=W Windsurf Teams 1072:48UTF-8Ca 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelplhl•Project vFV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% С8• Thu 14 May 17:31:11* :Q© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XCopper18...> D CrmObjectsv DecorateActivity© ActivityPlaybookTrait.phpE.envCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.phpDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummy© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringf...}v Helpers5210081015T ActivityPlaybookTrait.phpUnhandled \Jiminny\Exceptions\CrmException1 usage© Arraylterator.phpConnectionStateTrait.php10161020private function getOwnerKeySuffix(?int $us© CrmHelperRepository.php3 usages© FilterJoinedParticipants.php1021private function convertCrmData(string $crm© OpportunitySyncableFieldsTServiceprivate function buildCallPayload(Activity Sactivity): Activity1065v C Hubspot1066 Ctpublic function saveActivity(Activity $actiD AccountSyncStrategyParameters:ActivitySactivity1067> OJ Actions |1068• ContactSyncStrategy1069> ODTO1070> D Fields1071> 0 Journal1072• Metadataswitch (Sactivity->type) {Throws:case Activity:: TYPE_CONFERENCE:Source:case Activity:: TYPE_SOFTPHONE:phpcase Activity: :TYPE_SOFTPHONE_INBOUSactivity = $this->buildCallPayLoad(Sactivity);CrmException.../app/Services/Crm/Close/Service.1073v C OpportunitySyncStrategy1074› D Concerns1075© HubspotLastModifiedByF1076© HubspotLastModifiedCre1077break;case Activity:: TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload($activity);© HubspotLastModifiedCre1078© HubspotLastModifiedOpe1079break;© HubspotLastModifiedSyn1080© HubspotSingleSyncStrate1081© HubspotSyncStrategyBa:1082return Sactivity:© HubspotWebhookBatchS1083v MDaninationUnhandled \Jiminny\Exceptions\CrmException=laravel.log© DecorateActivity.phpSF [jiminny@localhost]PlainTextDecorateActivity.phpA HS_local [jiminny@localho:W= .env.staging« console [QAI PROD) XClient.php4 console [PROD]A console (EU]A6 A 24DGo jiminny084143 ×4 л215|•m_layout_id =2162,1661,66799,66217218219-220id = 33;=221-222223=224id THEN •(own.225=226=227- 228=229230hubspot':-231232T234233V= 11512582;=W Windsurf Teams 1072:48UTF-8Ca 4 spaces...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769073947_m2.jpg...
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faVsco.js – Close/Service.php
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pm~ (Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterday at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday ar 13.31Yesterday at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.21Yesterdav at 13:21Yesterday at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterday at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yesterday at 13:10Yesterday at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterday at 13:08Yesterdav at 13:07MPEG-4 movie13 KBMPEG-4 movie16 KB1/ Kb29 KBMPEG-4 movieMPEG-4 movie6 KB12 KBMPE0"4 movie9 K:7 KBMPEG-4 movie8 KB37 KBMP2G-4 movie10 KBMPEG-4 movie7 KBMPEG"4 movie9K:8KBMPEG-4 movie72 KB14 K8|13 KRIMPEG-4 movieMPEG-4 movie9 KB18 KBMPEG-4 movie12 KEMPEG-4 movie10 KBMPEG-4 movie16 KB6 KB1MPEG-4 movie6 KBMPEG-4 movie12 KB23 KBMPEG-4 movie8 KEMPEG-4 movie6 KBMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KBMPEG-4 movie34 KBMPEG-4 movie10 KPMPEG-4 movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBIMPEG-4 movie26 KBMPEG-4 movie111 KB102 KBRR KRMPEG-4 movieMDEG-A movie59 KB98 KBMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMPEG-4 movie58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageJPEG imageJPEG imageColdo1 of 58 selected, 8.5 GB availab!i• Inu 14 Mаy 1/•31-13Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pm~ (Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterday at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday ar 13.31Yesterday at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.21Yesterdav at 13:21Yesterday at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterday at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yesterday at 13:10Yesterday at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterday at 13:08Yesterdav at 13:07MPEG-4 movie13 KBMPEG-4 movie16 KB1/ Kb29 KBMPEG-4 movieMPEG-4 movie6 KB12 KBMPE0"4 movie9 K:7 KBMPEG-4 movie8 KB37 KBMP2G-4 movie10 KBMPEG-4 movie7 KBMPEG"4 movie9K:8KBMPEG-4 movie72 KB14 K8|13 KRIMPEG-4 movieMPEG-4 movie9 KB18 KBMPEG-4 movie12 KEMPEG-4 movie10 KBMPEG-4 movie16 KB6 KB1MPEG-4 movie6 KBMPEG-4 movie12 KB23 KBMPEG-4 movie8 KEMPEG-4 movie6 KBMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KBMPEG-4 movie34 KBMPEG-4 movie10 KPMPEG-4 movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBIMPEG-4 movie26 KBMPEG-4 movie111 KB102 KBRR KRMPEG-4 movieMDEG-A movie59 KB98 KBMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMPEG-4 movie58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageJPEG imageJPEG imageColdo1 of 58 selected, 8.5 GB availab!i• Inu 14 Mаy 1/•31-13Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769075869_m1.jpg...
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PhpStorm
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:31:15* :QProject v© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.php© Pipedrive/Service.phpClose/Service.php XCopper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php18...> D CrmObjectsv DecorateActivityE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummy© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringf...}v Helpers5210081015T ActivityPlaybookTrait.php1 usage© Arraylterator.phpConnectionStateTrait.php10161020private function getOwnerKeySuffix(?int $userId = null): stringf...}© CrmHelperRepository.php3 usages© FilterJoinedParticipants.php1021© OpportunitySyncableFieldsTprivate function convertCrmData(string $crmid, ?int $userId = null): array{...}1065v C Hubspot1066 Ctpublic function saveActivity(Activity $activity): ActivityD AccountSyncStrategy1067> OJ Actions |1068• ContactSyncStrategy1069> ODTO1070› Fields1071> 0 Journal1072switch (Sactivity->type) {case Activity: :TYPE_CONFERENCE:case Activity:: TYPE_SOFTPHONE:case Activity::TYPE_SOFTPHONE_INBOUND:Sactivity = $this->buildCallPayLoad($activity);• Metadata1073v C OpportunitySyncStrategy1074> D Concerns1075© HubspotLastModifiedByF1076© HubspotLastModifiedCre1077break;case Activity:: TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload($activity);© HubspotLastModifiedCre1078© HubspotLastModifiedOpe1079break;© HubspotLastModifiedSyn1080© HubspotSingleSyncStrate1081© HubspotSyncStrategyBa:1082return Sactivity:© HubspotWebhookBatchS1083v MDaninationUnhandled \Jiminny\Exceptions\CrmException=laravel.log© DecorateActivity.phpSF [jiminny@localhost]PlainTextDecorateActivity.phpA HS_local [jiminny@localho:= .env.staging« console [QAI PROD) XClient.php4 console [PROD]A console (EU]A8 A 30DGo jiminny084143 ×4 л215•m_layout_id =2162,1661,66799,66217218219id = 33;- 220=221—222223=224id THEN '(own.225-227- 228- 229230231232T234233 V=hubspot' :-= 11512582;-W Windsurf Teams1072:48UTF-8Ca 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl•FV faVsco.jsv* #12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:31:15* :QProject v© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.php© Pipedrive/Service.phpClose/Service.php XCopper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php18...> D CrmObjectsv DecorateActivityE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummy© HubspotPaginationService.phpHandleHubspotRateLimit.phpclass Service extendsBaseService implementsprotected function getCacheKey(string $object, ?int $userId = null): ?stringf...}v Helpers5210081015T ActivityPlaybookTrait.php1 usage© Arraylterator.phpConnectionStateTrait.php10161020private function getOwnerKeySuffix(?int $userId = null): stringf...}© CrmHelperRepository.php3 usages© FilterJoinedParticipants.php1021© OpportunitySyncableFieldsTprivate function convertCrmData(string $crmid, ?int $userId = null): array{...}1065v C Hubspot1066 Ctpublic function saveActivity(Activity $activity): ActivityD AccountSyncStrategy1067> OJ Actions |1068• ContactSyncStrategy1069> ODTO1070› Fields1071> 0 Journal1072switch (Sactivity->type) {case Activity: :TYPE_CONFERENCE:case Activity:: TYPE_SOFTPHONE:case Activity::TYPE_SOFTPHONE_INBOUND:Sactivity = $this->buildCallPayLoad($activity);• Metadata1073v C OpportunitySyncStrategy1074> D Concerns1075© HubspotLastModifiedByF1076© HubspotLastModifiedCre1077break;case Activity:: TYPE_SMS_INBOUND:case Activity: : TYPE_SMS_OUTBOUND:Sactivity = $this->buildTextMessagePayload($activity);© HubspotLastModifiedCre1078© HubspotLastModifiedOpe1079break;© HubspotLastModifiedSyn1080© HubspotSingleSyncStrate1081© HubspotSyncStrategyBa:1082return Sactivity:© HubspotWebhookBatchS1083v MDaninationUnhandled \Jiminny\Exceptions\CrmException=laravel.log© DecorateActivity.phpSF [jiminny@localhost]PlainTextDecorateActivity.phpA HS_local [jiminny@localho:= .env.staging« console [QAI PROD) XClient.php4 console [PROD]A console (EU]A8 A 30DGo jiminny084143 ×4 л215•m_layout_id =2162,1661,66799,66217218219id = 33;- 220=221—222223=224id THEN '(own.225-227- 228- 229230231232T234233 V=hubspot' :-= 11512582;-W Windsurf Teams1072:48UTF-8Ca 4 spaces...
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2026-05-14T14:31:18.009367+00:00
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/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769078009_m2.jpg...
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PhpStorm
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faVsco.js – Close/Service.php
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pm~ (Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterday at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday ar 13.31Yesterday at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.21Yesterdav at 13:21Yesterday at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterday at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yesterday at 13:10Yesterday at 13:10Yesterday at 13.09Yecterdav at 12:091Yesterday at 13:08Yesterdav at 13:07MPEG-4 movie13 KBMPEG-4 movie16 KB1/ Kb29 KBMPEG-4 movieMPEG-4 movie6 KB12 KBMPE0"4 movie9 K:7 KBMPEG-4 movie8 KB37 KBMP2G-4 movie10 KBMPEG-4 movie7 KBMPEG"4 movie9K:8KBMPEG-4 movie72 KB14 K8|13 KRIMPEG-4 movieMPEG-4 movie9 KB18 KBMPEG-4 movie12 KEMPEG-4 movie10 KBMPEG-4 movie16 KB6 KB1MPEG-4 movie6 KBMPEG-4 movie12 KB23 KBMPEG-4 movie8 KEMPEG-4 movie6 KBMPEG-4 movie6 KBMPEG-4 movie11 K:MPEG-4 movie11 KBMPEG-4 movie34 KBMPEG-4 movie10 KPMPEG-4 movie7 KBMPEG-4 movie5 KBMPEG-4 movie11 KBIMPEG-4 movie26 KBMPEG-4 movie111 KB102 KBRR KRMPEG-4 movieMDEG-A movie59 KB98 KBMPEG-4 movie07 K:MPEG-A movie66 KB MPEG-4 movie44 KB93 KB79 KpMPEG-4 movieMPEG-4 movie58 KBMPEG-4 movie27 KP7 KBMPEG-4 movie12 KB32 K8MPEG-4 movieAl Notes: OffLeave• 0FavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВ148 KB122 KB111 KB94 KBZIP archivelZIP archiveXML documentAlfred...ferencesPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageJPEG imageJPEG imageColdo1 of 58 selected, 8.5 GB availab!i• Inu 14 Mаy 1/.31-14Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIđ 0Pm~ (Q SearchDate ModifiedYesterdav at 13.36Yesterday at 13:35Yesterday at 13.34Yesterday at 13:34Yesterday at 13:33resterday at 15.5sYesterdav at 13:37Yesterday at 13:32Yesterday ar 13.31Yesterday at 13:30Yesterday at 13:30resterday at 15.4gYesterdav at 13:29Yesterday at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:27resterday at 13-40Yesterdav at 13:25Yesterday at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13.21Yesterdav at 13:21Yesterday at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13.18Vecterdav at 12:17Yesterday at 13:16Yesterdav at 13:16Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:1/Yesterday at 13:13Yesterday at 13.13Yecterdav at 12:12Yesterday at 13:12Yesterday at 13:11Yesterday at 13:10Yesterday at 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lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence bettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• 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Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.js* #12066 on JY-20725-handle-HS-search-rate-limit k vabl100% (C47HandleHubspotRateLimitTestv* :8• Thu 14 May 17:31:21QProjectv© ReportController.php© AutomatedReportGenerated.php:=custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© Service.php© StandardFieldMetadata.php© Salesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XPlainTextDecorateActivity.php› D Copper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> D CrmObjectsv DecorateActivityE.env© DetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.php© Client.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> C Dummy521103v HelpersT ActivityPlaybookTrait.php11061107© Arraylterator.phpConnectionStateTrait.php1108© CrmHelperRepository.php1109© FilterJoinedParticipants.php1110+ OpportunitySyncableFieldsT1111v C Hubspot11121113D AccountSyncStrategy> OJ Actions |1114© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementsprivate function buildCallPayload(Activity $activity): Activityif (Sactivity->crm_provider_id) {// The activity should be logged under the existing Task (not Activity).$data = ['_type'=> 'lead','lead_id' = Sactivity->account->crm_provider_id,'assigned_to' => $this->profile->crm_provider_id,'text' => $this->generateActivityDescription(Sactivity),'date' => $activity->getActualEndTime()->toDateString(),'is_complete' = true,A8 A 301115• ContactSyncStrategy1:> ODTO1116› Fields1117> 0 Journal1118• Metadata1119v C OpportunitySyncStrategy1120Sthis->logger->info('[Close CRM] Updating task', ['activity' => $activity->id,'crm_id' => $activity->crm_provider_id,'data' => $data,> D Concerns11211):© HubspotLastModifiedByF11221123© HubspotLastModifiedCreSthis-›client->put( url: 'task/' • Sactivity->crm_provider_id, $data);© HubspotLastModifiedCre1124} else {1125© HubspotLastModifiedOpe// Just create an activity.© HubspotLastModifiedSyn1126Sdata = [1127© HubspotSingleSyncStrate'lead_id' => Sactivity->account_id ? Sactivity-›account->crm_provider_id : null,© HubspotSyncStrategyBa:1128'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,© HubspotWebhookBatchS1129'created_by' => $this->profile->crm_provider_id,v M Danination1130='user_id' => $this->profile->crm_provider_id,Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]DGo jiminny084143 ×4 л215•m_layout_id =2162,1661,66799,66217-218-219id = 33;=220- 221=222=223=224id THEN '(own225=226227228229230hubspot':231232233 V= 11512582;2341103:22UTF-8Ca 4 spaces...
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PhpStormFileEditViewNavigateCodeLaravelRefactorRun PhpStormFileEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelp•FV faVsco.js* #12066 on JY-20725-handle-HS-search-rate-limit k vabl100% (C47HandleHubspotRateLimitTestv* :8• Thu 14 May 17:31:21QProjectv© ReportController.php© AutomatedReportGenerated.php:=custom.logTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© Service.php© StandardFieldMetadata.php© Salesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XPlainTextDecorateActivity.php› D Copper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> D CrmObjectsv DecorateActivityE.env© DetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.php© Client.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> C Dummy521103v HelpersT ActivityPlaybookTrait.php11061107© Arraylterator.phpConnectionStateTrait.php1108© CrmHelperRepository.php1109© FilterJoinedParticipants.php1110+ OpportunitySyncableFieldsT1111v C Hubspot11121113D AccountSyncStrategy> OJ Actions |1114© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementsprivate function buildCallPayload(Activity $activity): Activityif (Sactivity->crm_provider_id) {// The activity should be logged under the existing Task (not Activity).$data = ['_type'=> 'lead','lead_id' = Sactivity->account->crm_provider_id,'assigned_to' => $this->profile->crm_provider_id,'text' => $this->generateActivityDescription(Sactivity),'date' => $activity->getActualEndTime()->toDateString(),'is_complete' = true,A8 A 301115• ContactSyncStrategy1:> ODTO1116› Fields1117> 0 Journal1118• Metadata1119v C OpportunitySyncStrategy1120Sthis->logger->info('[Close CRM] Updating task', ['activity' => $activity->id,'crm_id' => $activity->crm_provider_id,'data' => $data,> D Concerns11211):© HubspotLastModifiedByF11221123© HubspotLastModifiedCreSthis-›client->put( url: 'task/' • Sactivity->crm_provider_id, $data);© HubspotLastModifiedCre1124} else {1125© HubspotLastModifiedOpe// Just create an activity.© HubspotLastModifiedSyn1126Sdata = [1127© HubspotSingleSyncStrate'lead_id' => Sactivity->account_id ? Sactivity-›account->crm_provider_id : null,© HubspotSyncStrategyBa:1128'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,© HubspotWebhookBatchS1129'created_by' => $this->profile->crm_provider_id,v M Danination1130='user_id' => $this->profile->crm_provider_id,Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)W Windsurf Teams=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]DGo jiminny084143 ×4 л215•m_layout_id =2162,1661,66799,66217-218-219id = 33;=220- 221=222=223=224id THEN '(own225=226227228229230hubspot':231232233 V= 11512582;2341103:22UTF-8Ca 4 spaces...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
...
|
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Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Close;\n\nuse Cache;\nuse Carbon\\Carbon;\nuse Exception;\nuse GuzzleHttp\\Exception\\ClientException;\nuse Illuminate\\Support\\Str;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\CloseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"bounds":{"left":0.85486114,"top":0.31,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"bounds":{"left":0.87291664,"top":0.31,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"bounds":{"left":0.9138889,"top":0.31,"width":0.059027776,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.088194445,"height":0.027777778},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.0,"top":0.0,"width":0.018055556,"height":0.026666667},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"bounds":{"left":0.8645833,"top":0.34444445,"width":0.016666668,"height":0.02111111},"on_screen":true,"role_description":"text"}]...
|
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|
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|
visual_change
|
accessibility
|
NULL
|
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
...
|
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GuzzleHttp\\Exception\\ClientException;\nuse Illuminate\\Support\\Str;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\CloseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Close;\n\nuse Cache;\nuse Carbon\\Carbon;\nuse Exception;\nuse GuzzleHttp\\Exception\\ClientException;\nuse Illuminate\\Support\\Str;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\CloseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View Parameters","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Open Query Execution Settings…","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"In-Editor Results","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Tx: Auto","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Cancel Running Statements","depth":4,"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
|
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|
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|
click
|
accessibility
|
NULL
|
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
...
|
45331
|
NULL
|
NULL
|
NULL
|
|
45335
|
1625
|
1
|
2026-05-14T14:31:51.755132+00:00
|
/Users/lukas/.screenpipe/data/data/2026-05-14/1778 /Users/lukas/.screenpipe/data/data/2026-05-14/1778769111755_m1.jpg...
|
PhpStorm
|
faVsco.js – Close/Service.php
|
1
|
NULL
|
monitor_1
|
NULL
|
NULL
|
NULL
|
NULL
|
Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
IDE and Project Settings...
|
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|
2586234742233688171
|
-7051436856496256053
|
visual_change
|
hybrid
|
NULL
|
Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
HandleHubspotRateLimitTest
Run 'HandleHubspotRateLimitTest'
Debug 'HandleHubspotRateLimitTest'
More Actions
JetBrains AI
Search Everywhere
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PhpStorm•Project vFileFV faVsco.jsvEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl#12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTestv100% C8• Thu 14 May 17:31:51* :Q© AutomatedReportGenerated.php:=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.php© Pipedrive/Service.phpClose/Service.php XPlainTextDecorateActivity.phpCopper© ActivityPlaybookTrait.php© CrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> D CrmObjectsv DecorateActivityE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.php© MatchActivityCrmData.php© Client.php© BaseDecorateActivity.php© PlainTextDecorateActivity.pl> D Dummyv Helpers© HubspotPaginationService.php© HandleHubspotRateLimit.phpclass Service extends BaseService implementsprivate function buildCallPayload(Activity Sactivity): ActivityT ActivityPlaybookTrait.php© Arraylterator.phpConnectionStateTrait.php© CrmHelperRepository.php521103116911701171117248 A39 ×5лreturn Sactivity:© FilterJoinedParticipants.php1 usage+ OpportunitySyncableFieldsT 1173private function buildTextMessagePayload(Activity $activity): Activity{...}v 0 Hubspot1192D AccountSyncStrategy3 usages> OJ Actions|1193private function generateActivityDescription(Activity $activity): string• ContactSyncStrategy1194> ODTO1195$description = "';> D Fields1196> 0 Journal1197• Metadata1198v C OpportunitySyncStrategy1199› D Concerns1200© HubspotLastModifiedByF 1201© HubspotLastModifiedCre1202switch (Sactivity->type) {case Activity:: TYPE_SOFTPHONE:case Activity::TYPE_SOFTPHONE_INBOUND:case Activity:: TYPE_CONFERENCE:if ($activity->hasActivityTypeO)) {Sdescription = $activity->getActivityType()->getName() . PHP_EOL• PHP_EOL;© HubspotLastModifiedCre1203© HubspotLastModifiedOpe 1204© HubspotLastModifiedSyn1205if ($activity->hasTitle)) {$description .= Sactivity->getTitle . PHP_EOL;© HubspotSingleSyncStrate1206© HubspotSyncStrategyBa:1207© HubspotWebhookBatchs 1208if(Sactivitx-2hasReasonCodeBotKickedO2ufv M Danination1209Sdescription .= 'Notetaker removed from this meetina' . PHP_EOL . PHP_EOL:Workspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]DGo jiminny084143 ×4 л215•m_layout_id =2162,1661,66799,66— 217-218= 219.id = 33;220=221223=224225226=227228229— 230= 231= 232L 233 v— 234id THEN '(ownhubspot":= 11512582;W Windsurf Teams1193:22UTF-8Ca 4 spaces...
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#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някъде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterday at 13:37Yesterday at 13:36Yesterday at 13:36Yesterday at 13.3.Yesterday at 13:35Yesterday at 13:34Yesterdav at 13:3kYesterday at 13:33Yesterday at 13:32Yesterday at 13.32Yesterday at 13:31Yesterday at 13.30Yesterdav at 13:30Yesterday at 13:29Yesterday at 13:29Yesterday at 13:28Yesterday at 13.2/Yesterdav at 13:26Yesterday at 13:26resterday at 15.40Yesterday at 13:24Yesterday at 13.23Yecterdav at 13:22resterday at 15.2lYesterday at 13:20Yesterday at 13:19Yesterdav at 12:18Yesterday at 13:18Yesterday al 15-1/Yesterday at 13:16Yesterday at 13:15Yesterday at 13:15Yesterday at 13.14Yesterdav at 13:13Yesterday at 13:13Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yesterday at 13:09Yesterdav at 13:0871 KB|23 KBMPEG-4 movie9 KB13 Kb16 KBMPEG-4 movieMPEG-4 movie17 KB29 KBMPEG-4 movie6.K:MPEG-4 movie12 KBMPEG-4 movie9 KB7 KE8 KBMPEG-4 movie37 KB10 KB7KI:MPEG-4 moViEMPEG-4 movie8 KB9 KB%K:72 KBMPEG-4 movie13 KbMPEG-4 movie9 KEMPFG-4 movie18 KBMPEG-4 movie12 KBMPEG-4 movie10 K:16 KBMPEG-4 movie6 KB12 KB23 KB8 KBMP2G-4 movieMPEG-4 movieMPEG-4 movieMPEG-4 movie6K:6 KBMPEG-4 movie11 KB11 KB20 KPMPEG-4 movieMPEG-4 movie34 KB10 KBMPEG-4 movie7 KE5 KBMPEG-4 movie11 KB26 KB111 KRMPEG-4 movieMPEG-4 movie102 KB88 KBMPEG-4 movie59 KE98 KB MPEG-4 movie97 KB66 KB44 KBMPEG-4 movieMPEG-4 movie93 KB78 KBMPEG-4 movie50 KE58 KBMPEG-4 movie27 KB7 K:MPEG-4 movieFavouritesE jiminny• Recents* ApplicationsiCloudiCloud Drive228 Sync folderLocationsQ DXP4800PLUS-B5FA@ Network|• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).ziprepor 4 .XMiAltred copy2.altredoreterencesСE 060209С О000000026571172 CWICT 0Р70501260015900 ndt27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zipmacOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6• Искане Адриана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac.2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentPDF Document91 KB91 KB30 KB29 KBXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/•31:00Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections...
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
Start Listening for PHP Debug Connections
PhpStorm•ProjectvFileFV faVsco.jsvEditViewNavigateCodeLaravelRefactorRunToolsGitWindowHelpabl100% C#12066 on JY-20725-handle-HS-search-rate-limit k vHandleHubspotRateLimitTest8• Thu 14 May 17:31:58* :Q© AutomatedReportGenerated.php=custom.logReportController.phpTrackAutomatedReportGeneratedEvent.phpPlaybackController.php© FieldDefinitions.phpUserAutomatedReportsController.phpPlanhatService.phpAutomatedReportResult.phpSendReportJob.php© FieldValueConverter.php• DeleteCrmEntityTrait.phpDeleteAccountJob.php© ImportActivityTypes.phpT WriteCrmTrait.php© DecorateActivity.php© Service.php© StandardFieldMetadata.phpSalesforce/Service.php© LogActivityTrait.phpPipedrive/Service.phpClose/Service.php XPlainTextDecorateActivity.phpCopper© ActivityPlaybookTrait.phpCrmHelperRepository.php© AccountController.phpT IntegrationAppTrait.php= .env.staging18> D CrmObjectsv DecorateActivityE.envDetachActivityObject.phpRematchActivityOnCrmObjectDetach.phpMatchActivityCrmData.phpClient.php© BaseDecorateActivity.php© HubspotPaginationService.php© PlainTextDecorateActivity.plHandleHubspotRateLimit.phpclass Service extends BaseService implements> D Dummy52117248 A39 × 5v Helpers1 usageT ActivityPlaybookTrait.php© Arraylterator.php11731192private function buildTextMessagePayload(Activity $activity): Activity{...}ConnectionStateTrait.php3 usages© CrmHelperRepository.php1193private function generateActivityDescription(Activity $activity): string© FilterJoinedParticipants.php1194+ OpportunitySyncableFieldsT1195$description = '';v C Hubspot1196D AccountSyncStrategy1197> OJ Actions |1198• ContactSyncStrategy1199> ODTO1200› Fields1201> 0 Journal1202switch (Sactivity->type) {case Activity: : TYPE_SOFTPHONE:case Activity:: TYPE_SOFTPHONE_INBOUND:case Activity: : TYPE_CONFERENCE:if ($activity->hasActivityType)) {Sdescription = Sactivity->getActivityType()->getName() • PHP_EOL • PHP_EOL;• Metadata1203v C OpportunitySyncStrategy1204> D Concerns1205if ($activity->hasTitle()) {Sdescription .= $activity->getTitle() . PHP_EOL;© HubspotLastModifiedByF1206© HubspotLastModifiedCre1207© HubspotLastModifiedCre1208© HubspotLastModifiedOpe1209© HubspotLastModifiedSyn1210© HubspotSingleSyncStrate 1211© HubspotSyncStrategyBa:1212© HubspotWebhookBatchS1213if(Sactivitx->hasReasonCodeBotKickedO2n1$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;// When we fix the state to be Activity::RECORDING_RECORDED as itshould be this can cham} elseif ($activity->hasReasonCodeNotCompliant)) {$description .= 'Notetaker did not join due to recording consent not being provided by att} elseif ($activity->canReviewActivityO) {v M DaninationWorkspace associated with branch 'JY-20725-handle-HS-search-rate-limit' has been restored // Rollback // Configure... (today 16:17)=laravel.logSF [jiminny@localhost]A HS_local [jiminny@localho:W4 console [QAI PROD] X4 console [PROD]A console (EU]DGo jiminny084143 ×4 л215•m_layout_id =2162,1661,66799,66— 217-218219id = 33;-220=221223=224225226=227228-229— 230= 231* 232.233 V— 234id THEN '(ownhubspat":= 11512582;W Windsurf Teams1193:22UTF-8Co 4 spaces...
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faVsco.js – Close/Service.php
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Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
...
|
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GuzzleHttp\\Exception\\ClientException;\nuse Illuminate\\Support\\Str;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\CloseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Close;\n\nuse Cache;\nuse Carbon\\Carbon;\nuse Exception;\nuse GuzzleHttp\\Exception\\ClientException;\nuse Illuminate\\Support\\Str;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\CloseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"View 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Statements","depth":4,"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Playground","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"jiminny","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Sync Changes","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide This Notification","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":false,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Code changed:","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.042220745,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"8","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"1","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"3","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXStaticText","text":"4","depth":4,"on_screen":true,"role_description":"text"},{"role":"AXButton","text":"Previous Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Next Highlighted Error","depth":4,"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXTextArea","text":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","depth":4,"on_screen":true,"value":"SELECT\n# DISTINCT\nopp.id as opp_id, opp.uuid, opp.name,\n# COUNT(dr.id) AS deal_risk_count,\n\n# dr.id,\n# cfd.value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\n# LEFT JOIN group_deal_risk_types gdrt ON gdrt.group_id = usr.group_id\n# LEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id AND dr.group_deal_risk_type_id = gdrt.id\n\nLEFT JOIN crm_field_data cfd ON (cfd.object_id = opp.id and cfd.crm_field_id = 66814)\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 1\nAND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\nGROUP BY opp.id, cfd.value\nORDER BY\n# cfd.value\n CAST(cfd.value AS UNSIGNED)\n# owner_name\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1\n# AND gdrt.is_enabled = 1)\nDESC\nLIMIT 25\n# OFFSET 0\n;\n\nselect * from crm_fields where crm_configuration_id = 1 and object_type = 'opportunity';\nselect * from crm_layout_entities where crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4584045;\nSELECT * FROM crm_field_data WHERE object_id = 4584045;\n\nSELECT * FROM opportunities where team_id = 1 and crm_provider_id = '0061K00000lfb9IQAQ'\n\nSELECT\n opp.id as opportunity_id,\n opp.name,\n COUNT(dr.id) as risk_count\nFROM opportunities opp\nLEFT JOIN deal_risks dr ON dr.opportunity_id = opp.id\nWHERE opp.id IN (\n 6069574,8900938,9507638,9524799,9660490,9662824,9705675,9749758,4158460,4391812,6450439,4448422,5118945,5590675,4584045,7228149,9002408,9165534,9446720,9641778,9665149,9703344,9709280,5747948,4158491,6182565,6263970,5798120,5111315,4536978,6062352,6548383,6072095,6548225,4480986,5011422,6548381,8760540,8917554,9509986,9514392,9569009,9569011,9578490,9713604,5784397,7276612,7288405,8994421,9118219,9608148,9818911,4510535,6479693,5958049,6271674,6550448,4158331,4158483,6126571,6171615,6540943,4897466,5190896,5796182,5932762,8572433,8723698,8892697,9711001,9789264,4549188,6100831,6170064,6260799,6263653,6449936,6530871,6538978,7777651,8059269,8319918,8787049,8901150,9263153,9453207,9514738,9696700,9791062,5752018,6421452,7439134,7878923,9354763,9369285,9514396,9582506,9889949,9890216,4094311,4158495,4158496,6098128,5585661,3872564,6442149,5891604,6164746,6199593,6583474,6519684,9018490,9809006,4496897,5041324,5829430,6198319,6253504,6555763,7242914,7931055,8024125,8797814,8058559,8673347,8892695,8994420,9616219,9714970,9722004,9809439,9818918,6523177,8134147,9002915,9711422,9892713,9901719,9954210,9978435,5800810,6243518,6416114,6222251,6411974,6512456,5791953,6545606,9914780,5805540,6238986,6463838,6547680,9767049,9809437,9810885,9890855,6673493,9902036,4335521,6379871,6503799,6546077,8018765,9907556,9958433,9905855,9916179,9946741,9957877,5563344,6271838,6450815,7641128,7762567,7780592,8684810,8685786,8685787,8685788\n)\nGROUP BY opp.id;\n\nSELECT COUNT(dr.id)\n FROM deal_risks dr\n JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n WHERE dr.opportunity_id = 5563344\n# AND gdrt.group_id = usr.group_id\n\n\n\nEXPLAIN SELECT\n opp.id as opp_id, opp.uuid, opp.name,\n\ncfd.value,\ncfv.sequence,\ncfv.value,\n# MAX(cfd.value) AS max_cfd_value,\nusr.name AS owner_name,\nopp.value, opp.currency_code, opp.close_date, opp.remotely_created_at, opp.is_closed, opp.is_won,\nusr.uuid as owner_uuid,\nusr.photo_path as owner_photo,\nusr.id AS owner_id,\njt.name as owner_job,\nopp.stage_id, opp.stage_updated_at,\nacc.name AS acc_name, opp.stage_updated_at, acc.crm_provider_id AS acc_provider_id, opp.crm_provider_id AS opp_provider_id,\nrt.business_process_id AS pipeline_id\nFROM opportunities opp\n\nLEFT JOIN record_types rt ON opp.record_type_id = rt.id\nLEFT JOIN users usr ON opp.user_id = usr.id\nLEFT JOIN accounts acc ON opp.account_id = acc.id\nLEFT JOIN job_titles jt ON usr.job_title_id = jt.id\n\nLEFT JOIN crm_field_data cfd ON cfd.id = (SELECT sub_cfd.id\n FROM crm_field_data sub_cfd\n WHERE sub_cfd.object_id = opp.id\n AND sub_cfd.crm_field_id = 66810\n ORDER BY sub_cfd.updated_at DESC\n LIMIT 1)\n\nLEFT JOIN crm_field_values cfv ON cfv.crm_field_id = 66810 AND cfv.value = cfd.value\n\nWHERE opp.user_id IS NOT NULL\nAND opp.deleted_at IS NULL\nAND opp.is_closed = 0\n# AND opp.is_closed = 1\n# AND opp.is_won = 0\nAND opp.close_date >= '2024-01-01 00:00:00'\nAND opp.close_date <= '2024-12-31 23:59:59'\nAND usr.team_id = 1\n\n# and opp.id = 4823179\n\n# GROUP BY opp.id\nORDER BY\n cfv.sequence DESC,\n# opp.name\n# owner_name\n cfd.value\n# CAST(cfd.value AS UNSIGNED)\n# CAST(MAX(cfd.value) AS UNSIGNED)\n# (SELECT COUNT(dr.id)\n# FROM deal_risks dr\n# JOIN group_deal_risk_types gdrt ON dr.group_deal_risk_type_id = gdrt.id\n# WHERE dr.opportunity_id = opp.id\n# AND dr.is_active = 1 AND gdrt.is_enabled = 1)\nDESC\n# LIMIT 75, 25\n;\n\n\n\nSELECT * FROM crm_field_values WHERE crm_field_id = 66810;\n\nSELECT f.id, f.crm_provider_id AS field_name, f.label, fd.object_id AS dealId, fd.value, fd.updated_at, fd.id, fd.created_at\nFROM crm_fields f\nINNER JOIN crm_field_data fd ON fd.crm_field_id = f.id\n WHERE (f.crm_configuration_id = 1)\n AND (f.object_type = 'opportunity')\n# AND (fd.object_id IN (4158331,4158483,4158495,4158496,6069574,6263970,6171615,6540943,6545606,5829430,6198319,6263653,6548381,7242914,8797814,7228149,7439134,7878923,8134147,9002915,9118219,9165534,9354763,9369285,9446720))\n AND (fd.object_id IN (4158460))\n AND (f.crm_provider_id IN ('ForecastCategoryName'))\n ORDER BY fd.object_id ASC, fd.updated_at DESC;\n\nselect * from crm_layouts where crm_configuration_id = 1;\nselect cf.* from crm_fields cf\njoin crm_layout_entities cle on cf.id = cle.crm_field_id\nwhere crm_layout_id = 1493;\n\nSELECT * FROM opportunities WHERE id = 4158460;\nSELECT * FROM crm_field_data WHERE object_id = 4158460;\n\nselect * from users where team_id = 1;\nSELECT * FROM users WHERE id = 7160;\nselect * from role_user where user_id = 3248;\n\nselect * from crm_field_values where crm_field_id = 66824;\n\nSELECT * FROM users WHERE id = 23470;\nselect * from crm_configurations;\n\n# ******************************************\nselect * from teams where id = 1038; # 23521, 966\nselect * from users where team_id = 1038;\nselect * from crm_configurations where id = 966;\nSELECT * FROM activities WHERE uuid_to_bin('e8dc7c34-31f6-4430-bd81-2d9d8f00dd07') = uuid; # 54965762\nSELECT * FROM activities WHERE uuid_to_bin('4b5727c0-69d1-428f-b8d9-b649055166e2') = uuid; # 54965764\nSELECT * FROM participants WHERE activity_id = 54965764;\n\nSELECT id, uuid, title, recording_state FROM activities WHERE uuid_to_bin('355f105d-5606-4379-b0c5-d91daf59f4ce') = uuid; # 54964075\nSELECT * FROM participants WHERE activity_id = 54964075;\nselect f.id, slug, title, tf.team_id from team_features tf JOIN features f on tf.feature_id = f.id\n where tf.team_id = 1038;\n\n\n# ****************************************** PD *************************\nselect * from teams where id = 1029;\nSELECT * FROM crm_configurations WHERE id = 957;\nSELECT * FROM activities WHERE uuid_to_bin('581a33cb-4343-44bd-ac0c-4a5cee71c5ec') = uuid; # 54963423\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('8b6bb2f7-e7a7-4aec-8806-fbfea7093ccd') = uuid; # 54963421\n\n# ****************************************** Close *************************\nselect * from teams where id = 1031;\nSELECT * FROM crm_configurations WHERE id = 959;\nSELECT * FROM activities WHERE uuid_to_bin('59c517e0-96c9-4dad-bfeb-b7bef72f8725') = uuid; # 54963517\n\n\nSELECT * FROM activities WHERE uuid_to_bin('07238011-25fa-418e-838b-fb21e82b9ea2') = uuid; # 54963433\n\nSELECT * FROM activities WHERE uuid_to_bin('d68311e3-ac34-49bd-bf04-88323a7e5352') = uuid; # 54966009\n\n# ****************************************** SF *************************\nSELECT * FROM activities WHERE uuid_to_bin('2bd4cfa3-4eb5-4c77-84a7-9ed46a21c988') = uuid;\n\nselect * from roles;\nselect * from permissions;\nselect * from permission_role where permission_id = 136;\n\nselect * from migrations order by id desc;\n\nselect * from teams where id IN (1, 1037);\nselect * from crm_layouts where crm_configuration_id = 1;\nSELECT * FROM crm_layout_entities WHERE crm_layout_id = 1493;\nSELECT * FROM crm_fields WHERE id IN (1652,1661,66799,66814,66821,66836,66843,66846,66864,84752,182306,323580,380378);\n\nselect * from features;\nselect * from team_features where feature_id = 33;\nselect * from opportunities;\n\nselect * from teams;\nSELECT\n CONCAT(u.id, CASE WHEN u.id = t.owner_id THEN ' (owner)' ELSE '' END) AS user_id,\n u.email,\n sa.*,\n t.owner_id FROM social_accounts sa\nJOIN users u on u.id = sa.sociable_id\nJOIN teams t on t.id = u.team_id\nWHERE u.team_id = 1052 and sa.provider = 'hubspot';\n\nSELECT * FROM accounts where id = 11512582;\nselect * from activities where account_id = 11512582;","role_description":"text entry area","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXStaticText","text":"Project","depth":3,"on_screen":false,"role_description":"text"},{"role":"AXButton","text":"Project","depth":3,"bounds":{"left":0.28224733,"top":1.0,"width":0.024268618,"height":-0.04788506},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"New File or Directory…","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Expand Selected","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Collapse All","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Options","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Hide","depth":4,"bounds":{"left":0.27027926,"top":1.0,"width":0.008643617,"height":0.0},"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-3545036367931030470
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-9030663327281178587
|
click
|
accessibility
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NULL
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Project: faVsco.js, menu
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
...
|
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Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","depth":4,"on_screen":true,"value":"<?php\n\nnamespace Jiminny\\Services\\Crm\\Close;\n\nuse Cache;\nuse Carbon\\Carbon;\nuse Exception;\nuse GuzzleHttp\\Exception\\ClientException;\nuse Illuminate\\Support\\Str;\nuse InvalidArgumentException;\nuse Jiminny\\Contracts\\Services\\Crm\\LayoutManagementInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\MatchCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\Provider\\CloseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityLookupInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\RemoteEntityManipulationInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SettingsInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SupportsObjectTypeParseInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmEntitiesInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\SyncCrmMetadataInterface;\nuse Jiminny\\Contracts\\Services\\Crm\\VerifyTaskExistsInterface;\nuse Jiminny\\Exceptions\\CrmException;\nuse Jiminny\\Exceptions\\HttpNotFoundException;\nuse Jiminny\\Exceptions\\ServiceUnavailableException;\nuse Jiminny\\Exceptions\\UnexpectedCallException;\nuse Jiminny\\Models\\Account;\nuse Jiminny\\Models\\Activity;\nuse Jiminny\\Models\\Contact;\nuse Jiminny\\Models\\Crm\\Configuration;\nuse Jiminny\\Models\\Crm\\Field;\nuse Jiminny\\Models\\Crm\\FieldData;\nuse Jiminny\\Models\\Crm\\Profile;\nuse Jiminny\\Models\\Lead;\nuse Jiminny\\Models\\Opportunity;\nuse Jiminny\\Models\\Playbook;\nuse Jiminny\\Models\\SocialAccount;\nuse Jiminny\\Models\\Stage;\nuse Jiminny\\Models\\User;\nuse Jiminny\\Repositories\\Crm\\FieldRepository;\nuse Jiminny\\Repositories\\Crm\\ProfileRepository;\nuse Jiminny\\Services\\Avatar\\ProspectPhotoPathService;\nuse Jiminny\\Services\\Crm\\BaseService;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\AccountProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\MetadataProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\OpportunityProcessor;\nuse Jiminny\\Services\\Crm\\Close\\Processor\\StageProcessor;\nuse Jiminny\\Services\\Crm\\Helpers\\FilterJoinedParticipants;\nuse Jiminny\\Services\\Crm\\Metadata\\ProfileMetadata;\nuse Jiminny\\Services\\Crm\\OpportunitySyncStrategyResolver;\nuse Sentry;\nuse UnexpectedValueException;\n\nclass Service extends BaseService implements\n CloseInterface,\n SyncCrmEntitiesInterface,\n SyncCrmMetadataInterface,\n RemoteEntityManipulationInterface,\n LayoutManagementInterface,\n SettingsInterface,\n MatchCrmEntitiesInterface,\n RemoteEntityLookupInterface,\n SupportsObjectTypeParseInterface,\n VerifyTaskExistsInterface\n{\n private const int NOTE_BODY_MAX_LENGTH = 3000000;\n\n private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day\n\n private StandardFieldMetadata $standardFieldMetadata;\n private MetadataProcessor $metadataProcessor;\n private FieldValueConverter $fieldValueConverter;\n private StageProcessor $stageProcessor;\n private OpportunityProcessor $opportunityProcessor;\n private AccountProcessor $accountProcessor;\n\n public function __construct(\n Client $client,\n StandardFieldMetadata $standardFieldMetadata,\n MetadataProcessor $metadataProcessor,\n FieldValueConverter $fieldValueConverter,\n StageProcessor $stageResolver,\n OpportunityProcessor $opportunityProcessor,\n AccountProcessor $accountProcessor,\n private readonly ProspectPhotoPathService $prospectPhotoPathService,\n ) {\n parent::__construct();\n\n $this->client = $client;\n $this->standardFieldMetadata = $standardFieldMetadata;\n $this->metadataProcessor = $metadataProcessor;\n $this->fieldValueConverter = $fieldValueConverter;\n $this->stageProcessor = $stageResolver;\n $this->opportunityProcessor = $opportunityProcessor;\n $this->accountProcessor = $accountProcessor;\n }\n\n public function getDisplayName(): string\n {\n return 'Close';\n }\n\n public function setConfiguration(Configuration $config): void\n {\n parent::setConfiguration($config);\n\n $this->metadataProcessor->setConfiguration($config);\n $this->stageProcessor->setConfiguration($config);\n $this->opportunityProcessor->setConfiguration($config);\n $this->accountProcessor->setConfiguration($config);\n }\n\n protected function getOAuthAccount(User $user): ?SocialAccount\n {\n // In this case, the Account Owner is always the connection for any API operations.\n return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);\n }\n\n private function getClient(): Client\n {\n if (! $this->client instanceof Client) {\n throw new UnexpectedCallException('Client not set');\n }\n\n return $this->client;\n }\n\n public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string\n {\n return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);\n }\n\n protected function getFieldTypes(): array\n {\n return [\n parent::OBJECT_OPPORTUNITY,\n parent::OBJECT_CONTACT,\n parent::OBJECT_ACCOUNT,\n ];\n }\n\n protected function getFields(string $crmObject): array\n {\n // not used\n return [];\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultFields(string $activityType): array\n {\n $fields = [];\n\n if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {\n $defaultFields = FieldDefinitions::defaultTaskFields();\n\n // This lazy creates these fields if not already setup.\n foreach ($defaultFields as $defaultField) {\n $fields[] = $this->config->fields()->firstOrCreate($defaultField);\n }\n }\n\n return $fields;\n }\n\n /**\n * @inheritdoc\n */\n public function getDefaultActivityField(string $activityType): Field\n {\n // Set up 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];\n }\n\n public function getDealInsightsFields(): array\n {\n return FieldDefinitions::dealInsightsFields();\n }\n\n protected function getDefaultFollowupLayoutFields(string $activityType): array\n {\n $fields = [];\n $fieldRepo = app(FieldRepository::class);\n\n $fieldData = FieldDefinitions::followupFieldsFilter();\n\n foreach ($fieldData as $data) {\n $field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);\n\n // Only add the field if it is created, which it should be.\n if ($field) {\n $fields[] = $field;\n }\n }\n\n return $fields;\n }\n\n public function syncFields(): void\n {\n $this->syncStandardFields();\n $this->syncCustomFields();\n }\n\n /**\n * @important Works only for custom fields\n */\n public function syncField(Field $field): void\n {\n $resource = $this->convertObjectTypeToResource($field->getObjectType());\n\n // We can only sync custom fields in this CRM.\n if ($this->isCustomField($field->getCrmProviderId()) === false) {\n return;\n }\n\n $crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());\n\n $this->metadataProcessor->syncField($crmField);\n }\n\n private function isCustomField(string $fieldId): bool\n {\n return strpos($fieldId, 'cf_') === 0;\n }\n\n /**\n * @inheritdoc\n */\n public function importPicklistValues(Field $field): array\n {\n // handled in syncFields()\n return [];\n }\n\n /**\n * @important We only support stages on the opportunity object\n *\n * @param string[]|null $types\n */\n public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage\n {\n if (! $missingStageName) {\n // This is taken care of by syncOrganization()\n return null;\n }\n\n $stage = $this->stageProcessor->resolveFromStageId($missingStageName);\n\n if ($stage instanceof Stage) {\n return $stage;\n }\n\n $stageMetadata = $this->getClient()->fetchStage($missingStageName);\n\n if (! $stageMetadata) {\n $this->logger->error('Stage does not exist', [\n 'stage' => $missingStageName,\n ]);\n\n return null;\n }\n\n\n return $this->stageProcessor->importStage($stageMetadata);\n }\n\n /**\n * @inheritdoc\n */\n public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int\n {\n // Even though Close.io has the concept of \"leads\", they fit more into our concept of accounts.\n return 0;\n }\n\n /**\n * @inheritdoc\n */\n public function syncLead(string $crmId): ?Lead\n {\n // Not a supported entity.\n return null;\n }\n\n /**\n * @throws Exception\n */\n public function syncAccounts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n foreach ($this->getClient()->listAccounts($since) as $clAccount) {\n // Only sync if previously imported.\n if ($this->hasAccount($clAccount->getId())) {\n $this->importAccount($clAccount);\n $syncCount++;\n }\n }\n } catch (Exception $exception) {\n $this->logger->error('Account sync failed', [\n 'error' => $exception->getMessage(),\n ]);\n\n throw $exception;\n }\n\n return $syncCount;\n }\n\n public function syncAccount(string $crmId): ?Account\n {\n return $this->accountProcessor->syncAccount($crmId);\n }\n\n private function importAccount($crmData): Account\n {\n return $this->accountProcessor->importAccountMetadata($crmData);\n }\n\n /**\n * @throws CloseException\n */\n public function syncOpportunities(array $parameters, ?string $strategy = null): int\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n $strategies = $strategyResolver->getStrategies($this->config, $strategy);\n\n $syncCount = 0;\n\n try {\n $opportunities = [];\n foreach ($strategies as $syncStrategy) {\n $opportunitiesData = $syncStrategy->fetchOpportunities($parameters);\n $opportunities[] = $opportunitiesData['data'];\n\n if ($opportunitiesData['has_more']) {\n $this->logger->info('[Close] Sync Opportunities - count warning', [\n 'team_id' => $this->config->getTeam()->getId(),\n 'total' => $opportunitiesData['total'],\n 'count' => $opportunitiesData['count'],\n 'skip' => $opportunitiesData['skip'],\n 'strategies_count' => count($strategies),\n ]);\n }\n }\n\n $opportunities = array_merge(...$opportunities);\n } catch (CrmException $exception) {\n $this->logger->error('Fetching opportunity data failed', [\n 'team' => $this->getTeam()->getSlug(),\n 'error' => $exception->getMessage(),\n ]);\n\n return 0;\n }\n\n foreach ($opportunities as $opportunityMetadata) {\n try {\n $this->importOpportunity($opportunityMetadata);\n $syncCount++;\n } catch (Exception $exception) {\n $this->logger->warning('Opportunity sync failed', [\n 'opportunity' => $opportunityMetadata->getId(),\n 'error' => $exception->getMessage(),\n ]);\n }\n }\n\n return $syncCount;\n }\n\n public function syncOpportunity(string $crmId): ?Opportunity\n {\n $strategyResolver = app(OpportunitySyncStrategyResolver::class, [\n 'client' => $this->client,\n ]);\n\n $strategy = $strategyResolver->resolve(\n $this->config,\n OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,\n );\n\n $parameters = ['crm_id' => $crmId];\n\n $opportunity = $strategy->fetchOpportunities($parameters);\n\n if (empty($opportunity['data'])) {\n return null;\n }\n\n return $this->importOpportunity($opportunity['data']);\n }\n\n private function importOpportunity($crmData): ?Opportunity\n {\n if (! $crmData->getLeadId()) {\n $this->logger->warning('Opportunity does not have a lead ID', [\n 'opportunity' => $crmData->getId(),\n ]);\n\n return null;\n }\n\n $account = $this->getConfiguration()\n ->accounts()\n ->where('crm_provider_id', $crmData->getLeadId())\n ->first()\n ;\n\n if ($account === null) {\n $account = $this->accountProcessor->syncAccount($crmData->getLeadId());\n }\n\n $profile = $this->getConfiguration()\n ->profiles()\n ->where('crm_provider_id', $crmData->getUserId())\n ->first()\n ;\n\n $stage = $this->getConfiguration()\n ->stages()\n ->where('crm_provider_id', $crmData->getStageId())\n ->where('type', Stage::TYPE_OPPORTUNITY)\n ->first()\n ;\n\n if ($stage === null) {\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());\n }\n\n return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);\n }\n\n /**\n * @param array<string,string> $crmData\n * @param string[] $crmFields\n */\n public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void\n {\n // handled in importOpportunity\n }\n\n /**\n * @inheritdoc\n */\n public function syncContacts(Carbon $since, ?Carbon $to = null): int\n {\n $syncCount = 0;\n\n try {\n /** No way to sync today.\n $clContacts = $this->client->get('lead', [\n 'date_updated__gte' => $since->toDateString(),\n '_order_by' => '-date_updated',\n ]);\n\n foreach ($clContacts as $clContact) {\n // Only sync if previously imported.\n if ($this->hasContact($clContact['id'])) {\n $this->importContact($clContact);\n $syncCount++;\n }\n }\n **/\n } catch (Exception $exception) {\n // Do nothing for now.\n throw $exception;\n }\n\n return $syncCount;\n }\n\n /**\n * @inheritdoc\n */\n public function syncContact(string $crmId): ?Contact\n {\n try {\n $clContact = $this->client->get('contact/' . $crmId);\n } catch (HttpNotFoundException $exception) {\n return null;\n }\n\n return $this->importContact($clContact);\n }\n\n /**\n * @inheritdoc\n */\n private function importContact($crmData): Contact\n {\n $account = null;\n if ($crmData['lead_id']) {\n $account = $this->team\n ->accounts()\n ->where('crm_provider_id', $crmData['lead_id'])\n ->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmData['lead_id']);\n }\n }\n\n $mobilePhone = $parsedNumber = null;\n foreach ($crmData['phones'] as $phoneNumber) {\n if ($phoneNumber['type'] === 'mobile') {\n $mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);\n }\n }\n\n $email = null;\n if (empty($crmData['emails']) === false) {\n $email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);\n }\n\n $profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();\n\n $data = [\n 'account_id' => $account->id ?? null,\n 'team_id' => $this->team->id,\n 'user_id' => $profile?->user_id,\n 'owner_id' => $crmData['updated_by'],\n 'name' => $crmData['name'] ?? 'Unknown',\n 'email' => $email,\n 'phone' => $parsedNumber['phone'] ?? null,\n 'mobile_phone' => $mobilePhone ?? null,\n 'ext' => $parsedNumber['ext'] ?? null,\n 'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),\n 'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(\n crmConfiguration: $this->config,\n crmProviderId: $crmData['id'],\n modelType: Contact::class,\n fileName: $crmData['id'],\n avatarText: $crmData['name'] ?? 'Unknown'\n ),\n 'remotely_created_at' => Carbon::parse($crmData['date_created']),\n ];\n\n /** @var Contact */\n return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);\n }\n\n private function buildContactPhone(?string $countryCode, ?string $number): ?array\n {\n if ($number) {\n // Trim to our width and attempt to parse it.\n $number = mb_strimwidth($number, 0, 25);\n $parsedNumber = parsePhoneNumber($countryCode, $number);\n } else {\n $parsedNumber = [];\n }\n\n return $parsedNumber;\n }\n\n private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string\n {\n return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;\n }\n\n public function syncOrganization(): void\n {\n $organisation = $this->getClient()->fetchOrganisation();\n\n $this->metadataProcessor->syncOrganisation($organisation);\n\n foreach ($organisation->getPipelines() as $pipelineMetadata) {\n $this->metadataProcessor->syncPipeline($pipelineMetadata);\n }\n }\n\n private function syncStandardFields(): void\n {\n // Currently we sync only opportunity fields\n $stages = $this->getClient()->listStages();\n foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n\n $this->config->save();\n }\n\n private function syncCustomFields(): void\n {\n foreach ($this->getFieldTypes() as $fieldType) {\n $objectType = $this->convertObjectTypeToResource($fieldType);\n $currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);\n\n foreach ($currentFields as $fieldMetadata) {\n $this->metadataProcessor->syncField($fieldMetadata);\n }\n }\n\n $this->config->save();\n }\n\n public function syncProfiles(?User $userToSearch = null): ?Profile\n {\n /*\n * Fetch the profile of the user from the database\n * Then fetch the user metadata from Close and update it\n * In case there's no profile for the user, proceed with syncing all users\n */\n $foundUser = null;\n\n if ($userToSearch) {\n $profile = $userToSearch->getProfile();\n\n if ($profile instanceof Profile) {\n $crmProviderId = $profile->getCrmProviderId();\n\n if ($crmProviderId) {\n $profileMetadata = $this->getClient()->fetchUser($crmProviderId);\n\n if (! $profileMetadata instanceof ProfileMetadata) {\n return null;\n }\n\n return $this->metadataProcessor->syncProfile($profileMetadata);\n }\n }\n }\n\n foreach ($this->getClient()->listUsers() as $userMetadata) {\n $userProfile = $this->metadataProcessor->syncProfile($userMetadata);\n\n if (\n $userToSearch instanceof User\n && $userProfile instanceof Profile\n && $userProfile->getUserId() === $userToSearch->getId()\n ) {\n $foundUser = $userProfile;\n }\n }\n\n return $foundUser;\n }\n\n public function syncProfileFields(): void\n {\n // Not used.\n }\n\n /**\n * @inheritdoc\n */\n public function find(string $name, array $scopes): array\n {\n $count = $this->limit ?? 20;\n $offset = $this->offset ?? 0;\n\n $data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {\n $data = [];\n\n try {\n // If search phrase resembles phone number remove special symbols\n if (preg_match('/^([0-9\\s\\-\\+\\(\\)]*)$/', $name)) {\n $name = '+' . preg_replace('/[\\s\\-\\+\\(\\)]/', '', $name);\n }\n\n // Close do not provide a unified way to search, so we must hack our own.\n $objects = $this->client->get('lead', [\n 'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',\n '_limit' => $count, '_skip' => $offset,\n ]);\n } catch (\\GuzzleHttp\\Exception\\ServerException $exception) {\n throw new ServiceUnavailableException($exception->getMessage());\n }\n\n foreach ($objects['data'] as $object) {\n // We need a contact to dial it.\n if (empty($object['contacts'])) {\n continue;\n }\n\n foreach ($object['contacts'] as $contact) {\n $record = [\n 'crmId' => $contact['id'],\n 'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),\n 'name' => $contact['name'],\n 'industry' => null,\n 'title' => $contact['title'],\n 'organization' => $object['display_name'],\n 'prospectType' => 'contact',\n 'phoneNumbers' => [],\n ];\n\n foreach ($contact['phones'] as $phone) {\n if ($phone['type'] === 'mobile') {\n $number = $this->buildContactMobilePhone(null, $phone['phone']);\n\n $record['phoneNumbers'][] = [\n 'number' => $number,\n 'nationalFormat' => phone_national(null, $number),\n 'type' => 'mobile',\n ];\n } else {\n $parsedNumber = $this->buildContactPhone(null, $phone['phone']);\n\n // Add phone number to record.\n if (empty($parsedNumber['phone']) === false) {\n $record['phoneNumbers'][] = [\n 'number' => $parsedNumber['phone'],\n 'nationalFormat' => phone_national(null, $parsedNumber['phone']),\n 'type' => 'phone',\n ];\n }\n }\n }\n\n $data[] = $record;\n }\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 $contact = null;\n $account = null;\n\n if ($crmAccountId) {\n $account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();\n\n if ($account === null) {\n $account = $this->syncAccount($crmAccountId);\n }\n }\n\n if ($crmContactId) {\n $contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();\n\n if ($contact === null) {\n $contact = $this->syncContact($crmContactId);\n }\n }\n\n if ($contact || $account) {\n if ($contact && $account === null) {\n $account = $contact->account;\n }\n\n if ($account === null) {\n return [];\n }\n\n $params = [\n 'lead_id' => $account->crm_provider_id,\n '_order_by' => '-date_updated',\n ];\n\n $onlyOpen = true;\n switch ($this->config->opportunity_assignment_rule) {\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:\n $params['_order_by'] = '-date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:\n $params['_order_by'] = 'date_created';\n\n break;\n\n case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:\n $params['_order_by'] = '-date_updated';\n $onlyOpen = false;\n }\n\n if ($onlyOpen) {\n $params['status_type__in'] = 'active,won';\n }\n\n $clOpportunities = $this->client->get('opportunity', $params);\n\n if ($userId) {\n $profileRepository = app(ProfileRepository::class);\n $profile = $profileRepository->findProfileByUserId($this->config, $userId);\n\n $ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;\n }\n\n foreach ($clOpportunities['data'] as $clOpportunity) {\n $stage = $this->config\n ->stages()\n ->where('crm_provider_id', $clOpportunity['status_id'])\n ->first();\n\n if ($stage === null) {\n // Import it.\n $stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);\n }\n\n $record = [\n 'crmId' => $clOpportunity['id'],\n 'name' => $clOpportunity['note'],\n 'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),\n 'won' => $stage->probability === 100.00,\n 'closed' => $clOpportunity['status_type'] !== 'active',\n 'stage' => [\n 'id' => $stage->id_string,\n 'name' => $stage->name,\n ],\n 'recordType' => [],\n ];\n\n if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {\n $ownerData[] = $record;\n }\n\n $data[] = $record;\n }\n\n if (! empty($ownerData)) {\n return $ownerData;\n }\n }\n\n return $data;\n }\n\n /**\n * @inheritdoc\n */\n public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array\n {\n $data = [];\n $crmId = null;\n\n if ($objectType === 'contact') {\n $contact = $this->syncContact($objectId);\n\n if ($contact && $contact->account_id) {\n $crmId = $contact->account->crm_provider_id;\n }\n } else {\n $crmId = $objectId;\n }\n\n if ($crmId) {\n $clTasks = $this->client->get('task', [\n 'lead_id' => $crmId,\n '_type' => 'lead',\n 'assigned_to' => $this->profile->crm_provider_id,\n 'is_complete' => 'false',\n '_order_by' => 'date',\n ]);\n\n foreach ($clTasks['data'] as $clTask) {\n $data[] = [\n 'crmId' => $clTask['id'],\n 'subject' => $clTask['text'],\n 'due' => $clTask['date'] ?? null,\n 'type' => null,\n ];\n }\n }\n\n return $data;\n }\n\n /**\n * Try to find email address in CRM service\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 $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(email(email:\"' . $email . '\"))',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['emails'] as $clEmail) {\n if ($email === $clEmail['email']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n *}\n */\n public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array\n {\n // Check if the user is internal.\n $teamMember = $this->team->users()->where('phone', $phone)->exists();\n\n // Skip the attendee if internal.\n if ($teamMember === false) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(' . $phone . ')',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n foreach ($clContact['phones'] as $clPhone) {\n if ($phone === $clPhone['phone']) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : null;\n }\n }\n }\n }\n }\n\n return null;\n }\n\n /**\n * @return null|array{\n * Lead|null,\n * Account|null,\n * Opportunity|null,\n * Contact|null,\n * Stage|null,\n * string|null\n * }\n */\n public function matchByName(string $name, ?int $userId = null): ?array\n {\n // Don't waste time searching for single character strings.\n if (\\strlen($name) <= 1) {\n return null;\n }\n\n $cacheKey = $this->getCacheKey($name, $userId);\n\n $result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {\n $clObject = $this->client->get('lead', [\n 'query' => 'sort:updated contact(name:\"' . $name . '\")',\n '_limit' => 1,\n ]);\n\n if ($clObject['total_results'] > 0) {\n foreach ($clObject['data'][0]['contacts'] as $clContact) {\n if ($clContact['name'] === $name || $clContact['display_name'] === $name) {\n $data = $this->convertCrmData($clContact['id'], $userId);\n\n return ! empty(array_filter($data)) ? $data : false;\n }\n }\n }\n\n return false;\n });\n\n return is_array($result) ? $result : null;\n }\n\n protected function getCacheKey(string $object, ?int $userId = null): ?string\n {\n $key = $this->team->getId() . $object;\n $keySuffix = $this->getOwnerKeySuffix($userId);\n\n return $key . $keySuffix;\n }\n\n private function getOwnerKeySuffix(?int $userId = null): string\n {\n return $userId === null ? '' : (string) $userId;\n }\n\n private function convertCrmData(string $crmId, ?int $userId = null): array\n {\n $lead = null;\n $opportunity = null;\n $account = null;\n $stage = null;\n $countryCode = null;\n\n $contact = $this->syncContact($crmId);\n if ($contact) {\n $account = $contact->account;\n\n if ($contact->country_code) {\n $countryCode = $contact->country_code;\n } elseif ($account) {\n $countryCode = $account->country_code;\n }\n\n try {\n $cpOpportunities = $this->findOpportunities(\n $account?->crm_provider_id,\n $contact->crm_provider_id,\n $userId,\n );\n\n if (! empty($cpOpportunities)) {\n // Persist this remote object.\n $opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);\n $stage = $opportunity?->getStage();\n }\n } catch (Exception) {\n // Nothing to see here.\n }\n }\n\n return [\n $lead,\n $account,\n $opportunity,\n $contact,\n $stage,\n $countryCode,\n ];\n }\n\n public function saveActivity(Activity $activity): Activity\n {\n switch ($activity->type) {\n case Activity::TYPE_CONFERENCE:\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n $activity = $this->buildCallPayload($activity);\n\n break;\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $activity = $this->buildTextMessagePayload($activity);\n\n break;\n }\n\n return $activity;\n }\n\n private function mapStatus(string $status): string\n {\n switch ($status) {\n case Activity::STATUS_COMPLETED:\n case Activity::STATUS_IN_PROGRESS:\n case Activity::STATUS_FAILED:\n case Activity::STATUS_NO_ANSWER:\n case Activity::STATUS_BUSY:\n default:\n return $status;\n case Activity::STATUS_CANCELLED:\n return 'cancel';\n }\n }\n\n /**\n * @throws CrmException\n */\n private function buildCallPayload(Activity $activity): Activity\n {\n try {\n if ($activity->crm_provider_id) {\n // The activity should be logged under the existing Task (not Activity).\n $data = [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $this->generateActivityDescription($activity),\n 'date' => $activity->getActualEndTime()->toDateString(),\n 'is_complete' => true,\n ];\n\n $this->logger->info('[Close CRM] Updating task', [\n 'activity' => $activity->id,\n 'crm_id' => $activity->crm_provider_id,\n 'data' => $data,\n ]);\n\n $this->client->put('task/' . $activity->crm_provider_id, $data);\n } else {\n // Just create an activity.\n $data = [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',\n 'status' => $this->mapStatus($activity->getStatus()),\n 'note' => $this->generateActivityDescription($activity),\n 'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,\n 'phone' => $activity->to ? $activity->to->phone_number : null,\n ];\n\n $clActivity = $this->client->post('activity/call', $data);\n\n $this->logger->info('[Close CRM] Creating activity', [\n 'activity' => $activity->id,\n 'crm_id' => $clActivity['id'],\n 'data' => $data,\n 'response' => $clActivity,\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n }\n } catch (ClientException $exception) {\n $response = $exception->getResponse();\n\n if ($response === null) {\n // Trying to debug weird cases where this is null.\n Sentry::captureException($exception);\n }\n\n $responseBody = $response->getBody();\n $message = $responseBody;\n $errorCode = $response->getStatusCode();\n\n $jsonResponse = json_decode($responseBody, true);\n if (isset($jsonResponse[0]['message'])) {\n $message = $jsonResponse[0]['message'];\n }\n\n throw new CrmException($message, $errorCode);\n }\n\n return $activity;\n }\n\n private function buildTextMessagePayload(Activity $activity): Activity\n {\n $clActivity = $this->client->post('activity/sms', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',\n 'text' => $this->generateActivityDescription($activity),\n 'remote_phone' => $activity->to ? $activity->to->phone_number : null,\n 'local_phone' => $activity->to ? $activity->to->phone_number : null,\n 'source' => 'Close.io',\n ]);\n\n $activity->crm_provider_id = $clActivity['id'];\n $activity->save();\n\n return $activity;\n }\n\n private function generateActivityDescription(Activity $activity): string\n {\n $description = '';\n\n switch ($activity->type) {\n case Activity::TYPE_SOFTPHONE:\n case Activity::TYPE_SOFTPHONE_INBOUND:\n case Activity::TYPE_CONFERENCE:\n if ($activity->hasActivityType()) {\n $description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;\n }\n if ($activity->hasTitle()) {\n $description .= $activity->getTitle() . PHP_EOL;\n }\n\n if ($activity->hasReasonCodeBotKicked()) {\n $description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;\n // When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.\n } elseif ($activity->hasReasonCodeNotCompliant()) {\n $description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;\n } elseif ($activity->canReviewActivity()) {\n $playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);\n $description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;\n }\n\n if ($activity->type === Activity::TYPE_CONFERENCE) {\n $description .= 'Attendees:'\n . PHP_EOL\n . (new FilterJoinedParticipants())->toString($activity);\n }\n\n if (\\count($activity->notes) > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;\n\n foreach ($activity->notes as $note) {\n $time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);\n $description .= $time . ' ' . $note->note . PHP_EOL;\n }\n }\n\n // Get all private messages.\n $messages = $activity->messages()\n ->where('is_private', 1)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n // Get all public messages.\n $messages = $activity->messages()\n ->where('is_private', 0)\n ->orderBy('created_at', 'asc');\n\n if ($messages->count() > 0) {\n $description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;\n\n foreach ($messages->get() as $message) {\n $description .= $message->participant->name . ': ' . $message->message . PHP_EOL;\n }\n }\n\n if ($activity->summary) {\n $description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;\n }\n\n break;\n\n case Activity::TYPE_SMS_INBOUND:\n case Activity::TYPE_SMS_OUTBOUND:\n $description = $activity->description;\n\n break;\n }\n\n return $description;\n }\n\n public function saveFollowupActivity(Activity $activity, array $fields): ?string\n {\n // This is the user provided activity subject field.\n if (empty($fields['name'])) {\n return null;\n }\n\n $due = null;\n if (empty($fields['due_date']) === false) {\n $formatDue = Carbon::parse($fields['due_date']);\n $due = $formatDue->toDateTimeString();\n }\n\n $clTask = $this->client->post('task', [\n '_type' => 'lead',\n 'lead_id' => $activity->account->crm_provider_id,\n 'assigned_to' => $this->profile->crm_provider_id,\n 'text' => $fields['name'],\n 'date' => $due,\n 'is_complete' => false,\n ]);\n\n // We don't actually create a corresponding activity object on our side yet.\n return $clTask['id'];\n }\n\n /**\n * Store transcripts as note.\n *\n * @throws Exception\n */\n public function createTranscriptNotes(Activity $activity): void\n {\n if ($activity->account_id === null) {\n // We can only log to accounts (leads).\n return;\n }\n\n // Generate activity transcription.\n $transcriptionData = $this->generateTranscription($activity);\n\n // Truncate Notes with max notes length because transcription text could be very long.\n $transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);\n\n $clActivity = $this->client->post('activity/note', [\n 'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,\n 'created_by' => $this->profile->crm_provider_id,\n 'user_id' => $this->profile->crm_provider_id,\n 'note' => $transcripts,\n ]);\n\n // Store CRM Activity ID in transcription.\n $transcription = $activity->getTranscription();\n $transcription->crm_activity_id = $clActivity['id'];\n $transcription->save();\n }\n\n public function parseObjectType(string $objectId): string\n {\n if (Str::startsWith($objectId, 'lead')) {\n return 'account';\n }\n\n if (Str::startsWith($objectId, 'cont')) {\n return 'contact';\n }\n\n if (Str::startsWith($objectId, 'oppo')) {\n return 'opportunity';\n }\n\n throw new InvalidArgumentException('Unsupported Object Type');\n }\n\n /**\n * @inheritdoc\n */\n public function updateStage($crmObject, Stage $stage): void\n {\n if ($crmObject instanceof Lead) {\n // This would never get invoked since we merge lead/accounts in Close.\n $this->client->put('lead/' . $crmObject->crm_provider_id, [\n 'status' => $stage->crm_provider_id,\n ]);\n } else {\n $this->client->put('opportunity/' . $crmObject->crm_provider_id, [\n 'status_id' => $stage->crm_provider_id,\n ]);\n }\n }\n\n public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void\n {\n $this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);\n }\n\n public function prepareValueForUpdate(array $params): array\n {\n $convertedValue = $this->fieldValueConverter->convertToCrm(\n $this->config,\n $params['fieldName'],\n $params['fieldValue'],\n );\n\n if ($this->isCustomField($params['fieldName'])) {\n $params['fieldName'] = 'custom.' . $params['fieldName'];\n }\n\n $params['fieldValue'] = $convertedValue;\n\n return parent::prepareValueForUpdate($params);\n }\n\n public function getRecord(string $objectType, string $objectId, array $fields = []): array\n {\n return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);\n }\n\n /**\n *\n * @throws UnexpectedValueException\n */\n private function convertObjectTypeToResource(string $objectType): string\n {\n switch ($objectType) {\n case FieldData::OBJECT_OPPORTUNITY:\n return 'opportunity';\n\n case FieldData::OBJECT_CONTACT:\n return 'contact';\n\n case FieldData::OBJECT_ACCOUNT:\n return 'lead';\n\n case FieldData::OBJECT_TASK:\n return 'activity';\n\n default:\n throw new UnexpectedValueException('Unsupported object type \"' . $objectType . '\"');\n }\n }\n\n public function generateProviderUrl(string $providerId, string $objectType): ?string\n {\n $baseUrl = 'https://app.close.com/';\n $url = null;\n\n switch ($objectType) {\n case 'account':\n $url = $baseUrl . 'lead/' . $providerId;\n\n break;\n\n case 'contact':\n $contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();\n if ($contact && $contact->account_id) {\n $url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;\n }\n\n break;\n\n default:\n // Sadly we can't deeplink to anything else in Close UI.\n $url = null;\n }\n\n return $url;\n }\n\n /**\n * Generate transcription for the activity.\n */\n private function generateTranscription(Activity $activity): string\n {\n if (! $this->config->store_transcript) {\n // If sending transcription to activity toggle is disabled\n return '';\n }\n\n 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 public function verifyTaskExists(Activity $activity): bool\n {\n $crmProviderId = $activity->getCrmProviderId();\n $cacheKey = \"crm_task_exists:{$this->config->getId()}:$crmProviderId\";\n\n return Cache::remember($cacheKey, self::TASK_VERIFICATION_CACHE_TTL, function () use ($crmProviderId) {\n try {\n $client = $this->getClient();\n $task = $client->get('task/' . $crmProviderId);\n\n return ! empty($task);\n } catch (HttpNotFoundException) {\n // Task not found in CRM - this is expected and permanent\n $this->logger->info('[Close] Task not found during verification', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n } catch (CloseException $e) {\n // Handle 404 responses from Close API\n if ($e->getResponseStatusCode() === 404) {\n $this->logger->info('[Close] Task not found during verification (404)', [\n 'task_id' => $crmProviderId,\n 'config_id' => $this->config->getId(),\n ]);\n\n return false;\n }\n\n // Re-throw other Close exceptions for retry\n throw $e;\n }\n // Let other exceptions (network errors, rate limits, etc.) bubble up for retry\n });\n }\n}","role_description":"text entry area","is_enabled":true,"is_focused":true,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Execute","depth":4,"bounds":{"left":0.85486114,"top":0.31,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Explain Plan","depth":4,"bounds":{"left":0.87291664,"top":0.31,"width":0.018055556,"height":0.026666667},"on_screen":true,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false},{"role":"AXButton","text":"Browse Query History","depth":4,"on_screen":false,"role_description":"button","is_enabled":true,"is_focused":false,"is_selected":false,"is_expanded":false}]...
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-3545036367931030470
|
-9030663327281178587
|
click
|
accessibility
|
NULL
|
Project: faVsco.js, menu
#12066 on JY-20725-handle Project: faVsco.js, menu
#12066 on JY-20725-handle-HS-search-rate-limit, menu
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<?php
namespace Jiminny\Services\Crm\Close;
use Cache;
use Carbon\Carbon;
use Exception;
use GuzzleHttp\Exception\ClientException;
use Illuminate\Support\Str;
use InvalidArgumentException;
use Jiminny\Contracts\Services\Crm\LayoutManagementInterface;
use Jiminny\Contracts\Services\Crm\MatchCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\Provider\CloseInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityLookupInterface;
use Jiminny\Contracts\Services\Crm\RemoteEntityManipulationInterface;
use Jiminny\Contracts\Services\Crm\SettingsInterface;
use Jiminny\Contracts\Services\Crm\SupportsObjectTypeParseInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmEntitiesInterface;
use Jiminny\Contracts\Services\Crm\SyncCrmMetadataInterface;
use Jiminny\Contracts\Services\Crm\VerifyTaskExistsInterface;
use Jiminny\Exceptions\CrmException;
use Jiminny\Exceptions\HttpNotFoundException;
use Jiminny\Exceptions\ServiceUnavailableException;
use Jiminny\Exceptions\UnexpectedCallException;
use Jiminny\Models\Account;
use Jiminny\Models\Activity;
use Jiminny\Models\Contact;
use Jiminny\Models\Crm\Configuration;
use Jiminny\Models\Crm\Field;
use Jiminny\Models\Crm\FieldData;
use Jiminny\Models\Crm\Profile;
use Jiminny\Models\Lead;
use Jiminny\Models\Opportunity;
use Jiminny\Models\Playbook;
use Jiminny\Models\SocialAccount;
use Jiminny\Models\Stage;
use Jiminny\Models\User;
use Jiminny\Repositories\Crm\FieldRepository;
use Jiminny\Repositories\Crm\ProfileRepository;
use Jiminny\Services\Avatar\ProspectPhotoPathService;
use Jiminny\Services\Crm\BaseService;
use Jiminny\Services\Crm\Close\Processor\AccountProcessor;
use Jiminny\Services\Crm\Close\Processor\MetadataProcessor;
use Jiminny\Services\Crm\Close\Processor\OpportunityProcessor;
use Jiminny\Services\Crm\Close\Processor\StageProcessor;
use Jiminny\Services\Crm\Helpers\FilterJoinedParticipants;
use Jiminny\Services\Crm\Metadata\ProfileMetadata;
use Jiminny\Services\Crm\OpportunitySyncStrategyResolver;
use Sentry;
use UnexpectedValueException;
class Service extends BaseService implements
CloseInterface,
SyncCrmEntitiesInterface,
SyncCrmMetadataInterface,
RemoteEntityManipulationInterface,
LayoutManagementInterface,
SettingsInterface,
MatchCrmEntitiesInterface,
RemoteEntityLookupInterface,
SupportsObjectTypeParseInterface,
VerifyTaskExistsInterface
{
private const int NOTE_BODY_MAX_LENGTH = 3000000;
private const int TASK_VERIFICATION_CACHE_TTL = 86400; // 1 day
private StandardFieldMetadata $standardFieldMetadata;
private MetadataProcessor $metadataProcessor;
private FieldValueConverter $fieldValueConverter;
private StageProcessor $stageProcessor;
private OpportunityProcessor $opportunityProcessor;
private AccountProcessor $accountProcessor;
public function __construct(
Client $client,
StandardFieldMetadata $standardFieldMetadata,
MetadataProcessor $metadataProcessor,
FieldValueConverter $fieldValueConverter,
StageProcessor $stageResolver,
OpportunityProcessor $opportunityProcessor,
AccountProcessor $accountProcessor,
private readonly ProspectPhotoPathService $prospectPhotoPathService,
) {
parent::__construct();
$this->client = $client;
$this->standardFieldMetadata = $standardFieldMetadata;
$this->metadataProcessor = $metadataProcessor;
$this->fieldValueConverter = $fieldValueConverter;
$this->stageProcessor = $stageResolver;
$this->opportunityProcessor = $opportunityProcessor;
$this->accountProcessor = $accountProcessor;
}
public function getDisplayName(): string
{
return 'Close';
}
public function setConfiguration(Configuration $config): void
{
parent::setConfiguration($config);
$this->metadataProcessor->setConfiguration($config);
$this->stageProcessor->setConfiguration($config);
$this->opportunityProcessor->setConfiguration($config);
$this->accountProcessor->setConfiguration($config);
}
protected function getOAuthAccount(User $user): ?SocialAccount
{
// In this case, the Account Owner is always the connection for any API operations.
return $user->getTeam()->getOwner()->getSocialAccount(SocialAccount::PROVIDER_CLOSE);
}
private function getClient(): Client
{
if (! $this->client instanceof Client) {
throw new UnexpectedCallException('Client not set');
}
return $this->client;
}
public function normalizeValue(string $fieldType, string $fieldValue, bool $internal = false): string
{
return $this->fieldValueConverter->convertFromCrm($fieldType, $fieldValue);
}
protected function getFieldTypes(): array
{
return [
parent::OBJECT_OPPORTUNITY,
parent::OBJECT_CONTACT,
parent::OBJECT_ACCOUNT,
];
}
protected function getFields(string $crmObject): array
{
// not used
return [];
}
/**
* @inheritdoc
*/
public function getDefaultFields(string $activityType): array
{
$fields = [];
if ($activityType === Playbook::ACTIVITY_TYPE_TASK) {
$defaultFields = FieldDefinitions::defaultTaskFields();
// This lazy creates these fields if not already setup.
foreach ($defaultFields as $defaultField) {
$fields[] = $this->config->fields()->firstOrCreate($defaultField);
}
}
return $fields;
}
/**
* @inheritdoc
*/
public function getDefaultActivityField(string $activityType): Field
{
// Set up 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];
}
public function getDealInsightsFields(): array
{
return FieldDefinitions::dealInsightsFields();
}
protected function getDefaultFollowupLayoutFields(string $activityType): array
{
$fields = [];
$fieldRepo = app(FieldRepository::class);
$fieldData = FieldDefinitions::followupFieldsFilter();
foreach ($fieldData as $data) {
$field = $fieldRepo->findOneConfigurationFieldByProperties($this->config, $data);
// Only add the field if it is created, which it should be.
if ($field) {
$fields[] = $field;
}
}
return $fields;
}
public function syncFields(): void
{
$this->syncStandardFields();
$this->syncCustomFields();
}
/**
* @important Works only for custom fields
*/
public function syncField(Field $field): void
{
$resource = $this->convertObjectTypeToResource($field->getObjectType());
// We can only sync custom fields in this CRM.
if ($this->isCustomField($field->getCrmProviderId()) === false) {
return;
}
$crmField = $this->getClient()->fetchCustomFieldDefinition($resource, $field->getCrmProviderId());
$this->metadataProcessor->syncField($crmField);
}
private function isCustomField(string $fieldId): bool
{
return strpos($fieldId, 'cf_') === 0;
}
/**
* @inheritdoc
*/
public function importPicklistValues(Field $field): array
{
// handled in syncFields()
return [];
}
/**
* @important We only support stages on the opportunity object
*
* @param string[]|null $types
*/
public function importStages(?array $types = null, ?string $missingStageName = null): ?Stage
{
if (! $missingStageName) {
// This is taken care of by syncOrganization()
return null;
}
$stage = $this->stageProcessor->resolveFromStageId($missingStageName);
if ($stage instanceof Stage) {
return $stage;
}
$stageMetadata = $this->getClient()->fetchStage($missingStageName);
if (! $stageMetadata) {
$this->logger->error('Stage does not exist', [
'stage' => $missingStageName,
]);
return null;
}
return $this->stageProcessor->importStage($stageMetadata);
}
/**
* @inheritdoc
*/
public function syncLeads(Carbon $since, ?Carbon $to = null, ?string $crmProfileId = null): int
{
// Even though Close.io has the concept of "leads", they fit more into our concept of accounts.
return 0;
}
/**
* @inheritdoc
*/
public function syncLead(string $crmId): ?Lead
{
// Not a supported entity.
return null;
}
/**
* @throws Exception
*/
public function syncAccounts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
foreach ($this->getClient()->listAccounts($since) as $clAccount) {
// Only sync if previously imported.
if ($this->hasAccount($clAccount->getId())) {
$this->importAccount($clAccount);
$syncCount++;
}
}
} catch (Exception $exception) {
$this->logger->error('Account sync failed', [
'error' => $exception->getMessage(),
]);
throw $exception;
}
return $syncCount;
}
public function syncAccount(string $crmId): ?Account
{
return $this->accountProcessor->syncAccount($crmId);
}
private function importAccount($crmData): Account
{
return $this->accountProcessor->importAccountMetadata($crmData);
}
/**
* @throws CloseException
*/
public function syncOpportunities(array $parameters, ?string $strategy = null): int
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategies = $strategyResolver->getStrategies($this->config, $strategy);
$syncCount = 0;
try {
$opportunities = [];
foreach ($strategies as $syncStrategy) {
$opportunitiesData = $syncStrategy->fetchOpportunities($parameters);
$opportunities[] = $opportunitiesData['data'];
if ($opportunitiesData['has_more']) {
$this->logger->info('[Close] Sync Opportunities - count warning', [
'team_id' => $this->config->getTeam()->getId(),
'total' => $opportunitiesData['total'],
'count' => $opportunitiesData['count'],
'skip' => $opportunitiesData['skip'],
'strategies_count' => count($strategies),
]);
}
}
$opportunities = array_merge(...$opportunities);
} catch (CrmException $exception) {
$this->logger->error('Fetching opportunity data failed', [
'team' => $this->getTeam()->getSlug(),
'error' => $exception->getMessage(),
]);
return 0;
}
foreach ($opportunities as $opportunityMetadata) {
try {
$this->importOpportunity($opportunityMetadata);
$syncCount++;
} catch (Exception $exception) {
$this->logger->warning('Opportunity sync failed', [
'opportunity' => $opportunityMetadata->getId(),
'error' => $exception->getMessage(),
]);
}
}
return $syncCount;
}
public function syncOpportunity(string $crmId): ?Opportunity
{
$strategyResolver = app(OpportunitySyncStrategyResolver::class, [
'client' => $this->client,
]);
$strategy = $strategyResolver->resolve(
$this->config,
OpportunitySyncStrategyResolver::SINGLE_SYNC_OPPORTUNITY_STRATEGY,
);
$parameters = ['crm_id' => $crmId];
$opportunity = $strategy->fetchOpportunities($parameters);
if (empty($opportunity['data'])) {
return null;
}
return $this->importOpportunity($opportunity['data']);
}
private function importOpportunity($crmData): ?Opportunity
{
if (! $crmData->getLeadId()) {
$this->logger->warning('Opportunity does not have a lead ID', [
'opportunity' => $crmData->getId(),
]);
return null;
}
$account = $this->getConfiguration()
->accounts()
->where('crm_provider_id', $crmData->getLeadId())
->first()
;
if ($account === null) {
$account = $this->accountProcessor->syncAccount($crmData->getLeadId());
}
$profile = $this->getConfiguration()
->profiles()
->where('crm_provider_id', $crmData->getUserId())
->first()
;
$stage = $this->getConfiguration()
->stages()
->where('crm_provider_id', $crmData->getStageId())
->where('type', Stage::TYPE_OPPORTUNITY)
->first()
;
if ($stage === null) {
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $crmData->getStageId());
}
return $this->opportunityProcessor->import($crmData, $account, $stage, $profile);
}
/**
* @param array<string,string> $crmData
* @param string[] $crmFields
*/
public function importOpportunityCrmFieldData(array $crmData, array $crmFields, int $opportunityId): void
{
// handled in importOpportunity
}
/**
* @inheritdoc
*/
public function syncContacts(Carbon $since, ?Carbon $to = null): int
{
$syncCount = 0;
try {
/** No way to sync today.
$clContacts = $this->client->get('lead', [
'date_updated__gte' => $since->toDateString(),
'_order_by' => '-date_updated',
]);
foreach ($clContacts as $clContact) {
// Only sync if previously imported.
if ($this->hasContact($clContact['id'])) {
$this->importContact($clContact);
$syncCount++;
}
}
**/
} catch (Exception $exception) {
// Do nothing for now.
throw $exception;
}
return $syncCount;
}
/**
* @inheritdoc
*/
public function syncContact(string $crmId): ?Contact
{
try {
$clContact = $this->client->get('contact/' . $crmId);
} catch (HttpNotFoundException $exception) {
return null;
}
return $this->importContact($clContact);
}
/**
* @inheritdoc
*/
private function importContact($crmData): Contact
{
$account = null;
if ($crmData['lead_id']) {
$account = $this->team
->accounts()
->where('crm_provider_id', $crmData['lead_id'])
->first();
if ($account === null) {
$account = $this->syncAccount($crmData['lead_id']);
}
}
$mobilePhone = $parsedNumber = null;
foreach ($crmData['phones'] as $phoneNumber) {
if ($phoneNumber['type'] === 'mobile') {
$mobilePhone = $this->buildContactMobilePhone(null, $phoneNumber['phone']);
} else {
$parsedNumber = $this->buildContactPhone(null, $phoneNumber['phone']);
}
}
$email = null;
if (empty($crmData['emails']) === false) {
$email = mb_strimwidth($crmData['emails'][0]['email'], 0, 80);
}
$profile = $this->config->profiles()->where('crm_provider_id', (string) $crmData['updated_by'])->first();
$data = [
'account_id' => $account->id ?? null,
'team_id' => $this->team->id,
'user_id' => $profile?->user_id,
'owner_id' => $crmData['updated_by'],
'name' => $crmData['name'] ?? 'Unknown',
'email' => $email,
'phone' => $parsedNumber['phone'] ?? null,
'mobile_phone' => $mobilePhone ?? null,
'ext' => $parsedNumber['ext'] ?? null,
'title' => mb_strimwidth($crmData['title'] ?? '', 0, 128),
'photo_path' => $this->prospectPhotoPathService->getOrGeneratePhotoPath(
crmConfiguration: $this->config,
crmProviderId: $crmData['id'],
modelType: Contact::class,
fileName: $crmData['id'],
avatarText: $crmData['name'] ?? 'Unknown'
),
'remotely_created_at' => Carbon::parse($crmData['date_created']),
];
/** @var Contact */
return $this->config->contacts()->updateOrCreate(['crm_provider_id' => (string) $crmData['id']], $data);
}
private function buildContactPhone(?string $countryCode, ?string $number): ?array
{
if ($number) {
// Trim to our width and attempt to parse it.
$number = mb_strimwidth($number, 0, 25);
$parsedNumber = parsePhoneNumber($countryCode, $number);
} else {
$parsedNumber = [];
}
return $parsedNumber;
}
private function buildContactMobilePhone(?string $countryCode, ?string $number): ?string
{
return $number ? mb_strimwidth(phone_e164($countryCode, $number), 0, 25) : null;
}
public function syncOrganization(): void
{
$organisation = $this->getClient()->fetchOrganisation();
$this->metadataProcessor->syncOrganisation($organisation);
foreach ($organisation->getPipelines() as $pipelineMetadata) {
$this->metadataProcessor->syncPipeline($pipelineMetadata);
}
}
private function syncStandardFields(): void
{
// Currently we sync only opportunity fields
$stages = $this->getClient()->listStages();
foreach ($this->standardFieldMetadata->opportunity($stages) as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
$this->config->save();
}
private function syncCustomFields(): void
{
foreach ($this->getFieldTypes() as $fieldType) {
$objectType = $this->convertObjectTypeToResource($fieldType);
$currentFields = $this->getClient()->listCustomFieldDefinitions($objectType);
foreach ($currentFields as $fieldMetadata) {
$this->metadataProcessor->syncField($fieldMetadata);
}
}
$this->config->save();
}
public function syncProfiles(?User $userToSearch = null): ?Profile
{
/*
* Fetch the profile of the user from the database
* Then fetch the user metadata from Close and update it
* In case there's no profile for the user, proceed with syncing all users
*/
$foundUser = null;
if ($userToSearch) {
$profile = $userToSearch->getProfile();
if ($profile instanceof Profile) {
$crmProviderId = $profile->getCrmProviderId();
if ($crmProviderId) {
$profileMetadata = $this->getClient()->fetchUser($crmProviderId);
if (! $profileMetadata instanceof ProfileMetadata) {
return null;
}
return $this->metadataProcessor->syncProfile($profileMetadata);
}
}
}
foreach ($this->getClient()->listUsers() as $userMetadata) {
$userProfile = $this->metadataProcessor->syncProfile($userMetadata);
if (
$userToSearch instanceof User
&& $userProfile instanceof Profile
&& $userProfile->getUserId() === $userToSearch->getId()
) {
$foundUser = $userProfile;
}
}
return $foundUser;
}
public function syncProfileFields(): void
{
// Not used.
}
/**
* @inheritdoc
*/
public function find(string $name, array $scopes): array
{
$count = $this->limit ?? 20;
$offset = $this->offset ?? 0;
$data = Cache::remember($this->team->id . $name . $count . $offset, 300, function () use ($name, $count, $offset) {
$data = [];
try {
// If search phrase resembles phone number remove special symbols
if (preg_match('/^([0-9\s\-\+\(\)]*)$/', $name)) {
$name = '+' . preg_replace('/[\s\-\+\(\)]/', '', $name);
}
// Close do not provide a unified way to search, so we must hack our own.
$objects = $this->client->get('lead', [
'query' => 'sort:date_updated name:(' . $name . ') or email:(' . $name . ') or phone:(' . $name . ')',
'_limit' => $count, '_skip' => $offset,
]);
} catch (\GuzzleHttp\Exception\ServerException $exception) {
throw new ServiceUnavailableException($exception->getMessage());
}
foreach ($objects['data'] as $object) {
// We need a contact to dial it.
if (empty($object['contacts'])) {
continue;
}
foreach ($object['contacts'] as $contact) {
$record = [
'crmId' => $contact['id'],
'crmUrl' => $this->generateProviderUrl($object['id'], 'account'),
'name' => $contact['name'],
'industry' => null,
'title' => $contact['title'],
'organization' => $object['display_name'],
'prospectType' => 'contact',
'phoneNumbers' => [],
];
foreach ($contact['phones'] as $phone) {
if ($phone['type'] === 'mobile') {
$number = $this->buildContactMobilePhone(null, $phone['phone']);
$record['phoneNumbers'][] = [
'number' => $number,
'nationalFormat' => phone_national(null, $number),
'type' => 'mobile',
];
} else {
$parsedNumber = $this->buildContactPhone(null, $phone['phone']);
// Add phone number to record.
if (empty($parsedNumber['phone']) === false) {
$record['phoneNumbers'][] = [
'number' => $parsedNumber['phone'],
'nationalFormat' => phone_national(null, $parsedNumber['phone']),
'type' => 'phone',
];
}
}
}
$data[] = $record;
}
}
return $data;
});
return $data;
}
/**
* @inheritdoc
*/
public function findOpportunities(?string $crmAccountId, ?string $crmContactId, ?int $userId = null): array
{
$data = [];
$ownerData = [];
$ownerId = null;
$contact = null;
$account = null;
if ($crmAccountId) {
$account = $this->config->accounts()->where('crm_provider_id', $crmAccountId)->first();
if ($account === null) {
$account = $this->syncAccount($crmAccountId);
}
}
if ($crmContactId) {
$contact = $this->config->contacts()->where('crm_provider_id', $crmContactId)->first();
if ($contact === null) {
$contact = $this->syncContact($crmContactId);
}
}
if ($contact || $account) {
if ($contact && $account === null) {
$account = $contact->account;
}
if ($account === null) {
return [];
}
$params = [
'lead_id' => $account->crm_provider_id,
'_order_by' => '-date_updated',
];
$onlyOpen = true;
switch ($this->config->opportunity_assignment_rule) {
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_RECENTLY_CREATED:
$params['_order_by'] = '-date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_OPEN_OLDEST_CREATED:
$params['_order_by'] = 'date_created';
break;
case Configuration::OPP_ASSIGNMENT_ALL_RECENTLY_UPDATED:
$params['_order_by'] = '-date_updated';
$onlyOpen = false;
}
if ($onlyOpen) {
$params['status_type__in'] = 'active,won';
}
$clOpportunities = $this->client->get('opportunity', $params);
if ($userId) {
$profileRepository = app(ProfileRepository::class);
$profile = $profileRepository->findProfileByUserId($this->config, $userId);
$ownerId = $profile instanceof Profile ? $profile->getCrmProviderId() : null;
}
foreach ($clOpportunities['data'] as $clOpportunity) {
$stage = $this->config
->stages()
->where('crm_provider_id', $clOpportunity['status_id'])
->first();
if ($stage === null) {
// Import it.
$stage = $this->importStages([Stage::TYPE_OPPORTUNITY], $clOpportunity['status_id']);
}
$record = [
'crmId' => $clOpportunity['id'],
'name' => $clOpportunity['note'],
'value' => currency_format($clOpportunity['value'], $clOpportunity['value_currency']),
'won' => $stage->probability === 100.00,
'closed' => $clOpportunity['status_type'] !== 'active',
'stage' => [
'id' => $stage->id_string,
'name' => $stage->name,
],
'recordType' => [],
];
if ($ownerId && isset($clOpportunity['user_id']) && $clOpportunity['user_id'] === $ownerId) {
$ownerData[] = $record;
}
$data[] = $record;
}
if (! empty($ownerData)) {
return $ownerData;
}
}
return $data;
}
/**
* @inheritdoc
*/
public function getTasks(string $objectType, string $objectId, ?string $opportunityId): array
{
$data = [];
$crmId = null;
if ($objectType === 'contact') {
$contact = $this->syncContact($objectId);
if ($contact && $contact->account_id) {
$crmId = $contact->account->crm_provider_id;
}
} else {
$crmId = $objectId;
}
if ($crmId) {
$clTasks = $this->client->get('task', [
'lead_id' => $crmId,
'_type' => 'lead',
'assigned_to' => $this->profile->crm_provider_id,
'is_complete' => 'false',
'_order_by' => 'date',
]);
foreach ($clTasks['data'] as $clTask) {
$data[] = [
'crmId' => $clTask['id'],
'subject' => $clTask['text'],
'due' => $clTask['date'] ?? null,
'type' => null,
];
}
}
return $data;
}
/**
* Try to find email address in CRM service
*
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchExactlyByEmail(string $email, ?int $userId = null): ?array
{
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(email(email:"' . $email . '"))',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['emails'] as $clEmail) {
if ($email === $clEmail['email']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
*}
*/
public function matchByPhone(string $phone, ?string $rawPhoneNumber = null, ?int $userId = null): ?array
{
// Check if the user is internal.
$teamMember = $this->team->users()->where('phone', $phone)->exists();
// Skip the attendee if internal.
if ($teamMember === false) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(' . $phone . ')',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
foreach ($clContact['phones'] as $clPhone) {
if ($phone === $clPhone['phone']) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : null;
}
}
}
}
}
return null;
}
/**
* @return null|array{
* Lead|null,
* Account|null,
* Opportunity|null,
* Contact|null,
* Stage|null,
* string|null
* }
*/
public function matchByName(string $name, ?int $userId = null): ?array
{
// Don't waste time searching for single character strings.
if (\strlen($name) <= 1) {
return null;
}
$cacheKey = $this->getCacheKey($name, $userId);
$result = Cache::remember($cacheKey, 60, function () use ($name, $userId) {
$clObject = $this->client->get('lead', [
'query' => 'sort:updated contact(name:"' . $name . '")',
'_limit' => 1,
]);
if ($clObject['total_results'] > 0) {
foreach ($clObject['data'][0]['contacts'] as $clContact) {
if ($clContact['name'] === $name || $clContact['display_name'] === $name) {
$data = $this->convertCrmData($clContact['id'], $userId);
return ! empty(array_filter($data)) ? $data : false;
}
}
}
return false;
});
return is_array($result) ? $result : null;
}
protected function getCacheKey(string $object, ?int $userId = null): ?string
{
$key = $this->team->getId() . $object;
$keySuffix = $this->getOwnerKeySuffix($userId);
return $key . $keySuffix;
}
private function getOwnerKeySuffix(?int $userId = null): string
{
return $userId === null ? '' : (string) $userId;
}
private function convertCrmData(string $crmId, ?int $userId = null): array
{
$lead = null;
$opportunity = null;
$account = null;
$stage = null;
$countryCode = null;
$contact = $this->syncContact($crmId);
if ($contact) {
$account = $contact->account;
if ($contact->country_code) {
$countryCode = $contact->country_code;
} elseif ($account) {
$countryCode = $account->country_code;
}
try {
$cpOpportunities = $this->findOpportunities(
$account?->crm_provider_id,
$contact->crm_provider_id,
$userId,
);
if (! empty($cpOpportunities)) {
// Persist this remote object.
$opportunity = $this->syncOpportunity($cpOpportunities[0]['crmId']);
$stage = $opportunity?->getStage();
}
} catch (Exception) {
// Nothing to see here.
}
}
return [
$lead,
$account,
$opportunity,
$contact,
$stage,
$countryCode,
];
}
public function saveActivity(Activity $activity): Activity
{
switch ($activity->type) {
case Activity::TYPE_CONFERENCE:
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
$activity = $this->buildCallPayload($activity);
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$activity = $this->buildTextMessagePayload($activity);
break;
}
return $activity;
}
private function mapStatus(string $status): string
{
switch ($status) {
case Activity::STATUS_COMPLETED:
case Activity::STATUS_IN_PROGRESS:
case Activity::STATUS_FAILED:
case Activity::STATUS_NO_ANSWER:
case Activity::STATUS_BUSY:
default:
return $status;
case Activity::STATUS_CANCELLED:
return 'cancel';
}
}
/**
* @throws CrmException
*/
private function buildCallPayload(Activity $activity): Activity
{
try {
if ($activity->crm_provider_id) {
// The activity should be logged under the existing Task (not Activity).
$data = [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $this->generateActivityDescription($activity),
'date' => $activity->getActualEndTime()->toDateString(),
'is_complete' => true,
];
$this->logger->info('[Close CRM] Updating task', [
'activity' => $activity->id,
'crm_id' => $activity->crm_provider_id,
'data' => $data,
]);
$this->client->put('task/' . $activity->crm_provider_id, $data);
} else {
// Just create an activity.
$data = [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'direction' => $activity->getCrmType() === Activity::TYPE_SOFTPHONE ? 'outbound' : 'inbound',
'status' => $this->mapStatus($activity->getStatus()),
'note' => $this->generateActivityDescription($activity),
'duration' => $this->mapStatus($activity->getStatus()) !== 'cancel' ? $activity->duration : 0,
'phone' => $activity->to ? $activity->to->phone_number : null,
];
$clActivity = $this->client->post('activity/call', $data);
$this->logger->info('[Close CRM] Creating activity', [
'activity' => $activity->id,
'crm_id' => $clActivity['id'],
'data' => $data,
'response' => $clActivity,
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
}
} catch (ClientException $exception) {
$response = $exception->getResponse();
if ($response === null) {
// Trying to debug weird cases where this is null.
Sentry::captureException($exception);
}
$responseBody = $response->getBody();
$message = $responseBody;
$errorCode = $response->getStatusCode();
$jsonResponse = json_decode($responseBody, true);
if (isset($jsonResponse[0]['message'])) {
$message = $jsonResponse[0]['message'];
}
throw new CrmException($message, $errorCode);
}
return $activity;
}
private function buildTextMessagePayload(Activity $activity): Activity
{
$clActivity = $this->client->post('activity/sms', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'contact_id' => $activity->contact_id ? $activity->contact->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'status' => $activity->getType() === Activity::TYPE_SMS_OUTBOUND ? 'sent' : 'inbox',
'text' => $this->generateActivityDescription($activity),
'remote_phone' => $activity->to ? $activity->to->phone_number : null,
'local_phone' => $activity->to ? $activity->to->phone_number : null,
'source' => 'Close.io',
]);
$activity->crm_provider_id = $clActivity['id'];
$activity->save();
return $activity;
}
private function generateActivityDescription(Activity $activity): string
{
$description = '';
switch ($activity->type) {
case Activity::TYPE_SOFTPHONE:
case Activity::TYPE_SOFTPHONE_INBOUND:
case Activity::TYPE_CONFERENCE:
if ($activity->hasActivityType()) {
$description = $activity->getActivityType()->getName() . PHP_EOL . PHP_EOL;
}
if ($activity->hasTitle()) {
$description .= $activity->getTitle() . PHP_EOL;
}
if ($activity->hasReasonCodeBotKicked()) {
$description .= 'Notetaker removed from this meeting' . PHP_EOL . PHP_EOL;
// When we fix the state to be Activity::RECORDING_RECORDED as it should be this can change.
} elseif ($activity->hasReasonCodeNotCompliant()) {
$description .= 'Notetaker did not join due to recording consent not being provided by attendees' . PHP_EOL . PHP_EOL;
} elseif ($activity->canReviewActivity()) {
$playbackUrl = $activity->user->team->partner->getPlaybackUrl($activity);
$description .= 'Review Activity:' . PHP_EOL . $playbackUrl . PHP_EOL . PHP_EOL;
}
if ($activity->type === Activity::TYPE_CONFERENCE) {
$description .= 'Attendees:'
. PHP_EOL
. (new FilterJoinedParticipants())->toString($activity);
}
if (\count($activity->notes) > 0) {
$description .= PHP_EOL . PHP_EOL . 'Notes: ' . PHP_EOL;
foreach ($activity->notes as $note) {
$time = ($note->time > 3600) ? gmdate('H:i:s', $note->time) : gmdate('i:s', $note->time);
$description .= $time . ' ' . $note->note . PHP_EOL;
}
}
// Get all private messages.
$messages = $activity->messages()
->where('is_private', 1)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Coaching Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
// Get all public messages.
$messages = $activity->messages()
->where('is_private', 0)
->orderBy('created_at', 'asc');
if ($messages->count() > 0) {
$description .= PHP_EOL . PHP_EOL . 'Customer Chat: ' . PHP_EOL;
foreach ($messages->get() as $message) {
$description .= $message->participant->name . ': ' . $message->message . PHP_EOL;
}
}
if ($activity->summary) {
$description .= PHP_EOL . PHP_EOL . 'Summary: ' . PHP_EOL . $activity->summary;
}
break;
case Activity::TYPE_SMS_INBOUND:
case Activity::TYPE_SMS_OUTBOUND:
$description = $activity->description;
break;
}
return $description;
}
public function saveFollowupActivity(Activity $activity, array $fields): ?string
{
// This is the user provided activity subject field.
if (empty($fields['name'])) {
return null;
}
$due = null;
if (empty($fields['due_date']) === false) {
$formatDue = Carbon::parse($fields['due_date']);
$due = $formatDue->toDateTimeString();
}
$clTask = $this->client->post('task', [
'_type' => 'lead',
'lead_id' => $activity->account->crm_provider_id,
'assigned_to' => $this->profile->crm_provider_id,
'text' => $fields['name'],
'date' => $due,
'is_complete' => false,
]);
// We don't actually create a corresponding activity object on our side yet.
return $clTask['id'];
}
/**
* Store transcripts as note.
*
* @throws Exception
*/
public function createTranscriptNotes(Activity $activity): void
{
if ($activity->account_id === null) {
// We can only log to accounts (leads).
return;
}
// Generate activity transcription.
$transcriptionData = $this->generateTranscription($activity);
// Truncate Notes with max notes length because transcription text could be very long.
$transcripts = mb_strimwidth($transcriptionData, 0, self::NOTE_BODY_MAX_LENGTH);
$clActivity = $this->client->post('activity/note', [
'lead_id' => $activity->account_id ? $activity->account->crm_provider_id : null,
'created_by' => $this->profile->crm_provider_id,
'user_id' => $this->profile->crm_provider_id,
'note' => $transcripts,
]);
// Store CRM Activity ID in transcription.
$transcription = $activity->getTranscription();
$transcription->crm_activity_id = $clActivity['id'];
$transcription->save();
}
public function parseObjectType(string $objectId): string
{
if (Str::startsWith($objectId, 'lead')) {
return 'account';
}
if (Str::startsWith($objectId, 'cont')) {
return 'contact';
}
if (Str::startsWith($objectId, 'oppo')) {
return 'opportunity';
}
throw new InvalidArgumentException('Unsupported Object Type');
}
/**
* @inheritdoc
*/
public function updateStage($crmObject, Stage $stage): void
{
if ($crmObject instanceof Lead) {
// This would never get invoked since we merge lead/accounts in Close.
$this->client->put('lead/' . $crmObject->crm_provider_id, [
'status' => $stage->crm_provider_id,
]);
} else {
$this->client->put('opportunity/' . $crmObject->crm_provider_id, [
'status_id' => $stage->crm_provider_id,
]);
}
}
public function updateRecord(string $objectType, string $objectId, array $data, array $headers = []): void
{
$this->getClient()->updateObject($this->convertObjectTypeToResource($objectType), $objectId, $data);
}
public function prepareValueForUpdate(array $params): array
{
$convertedValue = $this->fieldValueConverter->convertToCrm(
$this->config,
$params['fieldName'],
$params['fieldValue'],
);
if ($this->isCustomField($params['fieldName'])) {
$params['fieldName'] = 'custom.' . $params['fieldName'];
}
$params['fieldValue'] = $convertedValue;
return parent::prepareValueForUpdate($params);
}
public function getRecord(string $objectType, string $objectId, array $fields = []): array
{
return $this->client->get($this->convertObjectTypeToResource($objectType) . '/' . $objectId);
}
/**
*
* @throws UnexpectedValueException
*/
private function convertObjectTypeToResource(string $objectType): string
{
switch ($objectType) {
case FieldData::OBJECT_OPPORTUNITY:
return 'opportunity';
case FieldData::OBJECT_CONTACT:
return 'contact';
case FieldData::OBJECT_ACCOUNT:
return 'lead';
case FieldData::OBJECT_TASK:
return 'activity';
default:
throw new UnexpectedValueException('Unsupported object type "' . $objectType . '"');
}
}
public function generateProviderUrl(string $providerId, string $objectType): ?string
{
$baseUrl = 'https://app.close.com/';
$url = null;
switch ($objectType) {
case 'account':
$url = $baseUrl . 'lead/' . $providerId;
break;
case 'contact':
$contact = $this->config->contacts()->where('crm_provider_id', $providerId)->first();
if ($contact && $contact->account_id) {
$url = $baseUrl . 'lead/' . $contact->account->crm_provider_id;
}
break;
default:
// Sadly we can't deeplink to anything else in Close UI.
$url = null;
}
return $url;
}
/**
* Generate transcription for the activity.
*/
private function generateTranscription(Activity $activity): string
{
if (! $this->config->store_transcript) {
// If sending transcription to activity toggle is disabled
return '';
}
return $this->transcriptionService
->findTranscriptionByActivity($activity)
->map(static function (array $transcriptionSegment): string {
return $transcriptionSegment['formattedStartsAt'] . ' | ' . $transcriptionSegment['transcript'];
})
->implode(PHP_EOL);
}
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 ($crmProviderId) {
try {
$client = $this->getClient();
$task = $client->get('task/' . $crmProviderId);
return ! empty($task);
} catch (HttpNotFoundException) {
// Task not found in CRM - this is expected and permanent
$this->logger->info('[Close] Task not found during verification', [
'task_id' => $crmProviderId,
'config_id' => $this->config->getId(),
]);
return false;
} catch (CloseException $e) {
// Handle 404 responses from Close API
if ($e->getResponseStatusCode() === 404) {
$this->logger->info('[Close] Task not found during verification (404)', [
'task_id' => $crmProviderId,
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/.32-0Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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ActivityFilesLaterJiminny... ~@ jiminny-x-integrat ActivityFilesLaterJiminny... ~@ jiminny-x-integrati& platform-inner-team© Channels# ai-chapter# alertsi backend# bugscontusion-cllnia# curiosity_lab# engineering# general# jiminny-bg# platform-tickets# product_launches# random# releases# sofia-office# support# thank-yous# the people of iimi..• Direct messages8. A...• A3 62P. Galya Dimitrova Mvasil VasilevA. Stefka Stoyanova%: Todor Stamatovf. Mario GeorgievP. Nikolay Ivanov2o James Graham "2. Stoyan Tanev. Steliyan Georgiev. Petko Kashinski*. Lukas Kovali...a: Apps® ToastS lira Gloud6 Huddle with Aneliya Angelova& R. Aneliya Angelova •• Messagest Add canvasur FilesAneliya Angelova 2:30 PMЛукаш, само при Сейлсфорс и Хубспот се синкваха активити типовете, когато се направи плейбук,нали?пои останалите скМі тоябва оъчно ла се въвелат.Lukas Kovalik 2:47 PMтряова да се за всички, някьде не се ли попьлвапри зохо май беше hardcoded но май и там си връщаха две категорииAneliya Angelova @ 4:00 PMЛукаш имаш ли време да се чуем за тестването на https://jiminny.atlassian.net/browse/JY-20725X Preview insackt[HubSpot] Optimise CRM rematctC OpenReady for QA- MediumAA Aneliya AngelovaAs of today at 4:00 PM RetreshOpen in Jira+ SummariseLukas Kovalik 4:02 PMzean-iurwiniareelYou joined the huddle LIVE 4:06 PMAneliva Angelova is here toolAneliya Angelova 4:44 PM11512582Lukas Kovalik O 5:16 PMcurl --location "httns:ani.hubani.com/crm/v3/obiects/contacts/search--header 'Content-Type: application/json'\--header "Authorization: BearerC|Kvma?iMx7OINOM8kOFwrAowAcAkUAhIR24?A05D?xiVrIYMILuP6SA01Kwcmhr=n.v2 hytorDniMvDalYck-CMalovolNOM9kOFwrAUAcrkcaws-ThwRARIRAOF-ATFSAOFRAO-ROIEBAQUBEggBAQEBAYICFIґ7Au8O2Nwal9YW2CbCCxYvwngmSgNldTFSAFoAYABoAHAAeAA'\--data "{ "limit", 13'Message Aneliva Angelova+ AaIAl Notes: OffLeave~ (Q SearchDate ModifiedYesterdav at 13.35Yesterday at 13:35Yesterday at 13.34Yesterdav at 13:33Yesterday at 13:32Yesterdav at 13:37Yesterday at 13:31Yesterday at 13.30Yesterday at 13:30Yesterday at 13:29resterday at 15.4gYesterdav at 13:28Yesterday at 13:28Yesterday at 13:27Yesterday at 13:26resterday at 13-4oYesterdav at 13:25Yesterday at 13:24Yesterday at 13:24Yesterday at 13:23Yesterday at 13:22Yesterday at 13.21Yesterdav at 13:20Yesterday at 13:20Yesterday at 13:19Yesterday at 13:19Yesterday at 13:18Yesterday at 13.17Yecterdav at 12:17Yesterday at 13:16Yesterday at 13-10Yesterdav at 13:15Yesterday at 13:15Yesterday at 13:14Yecterdav at 12:12Yesterday at 13.12Yesterdav at 13:12Yesterday at 13:11Yesterday at 13:10Yoctorday at 12:10Yesterday at 13:09Yesterday at 13.09Yocterdav at 12:081Yesterday at 13:08Yesterdav at 13:071S K:MPEG-4 movie16 KBMPEG-4 movie17 KB29 Kb6 KEMPEG-4 movieMPEG-4 movie12 KB9 KBMPE0"4 movie7 K:8 KBMPEG-4 movie37 KB10 KbMP2G-4 movie7 KBMPEG-4 movie8 KBMPEG-4 movie8 K:72 KBMPEG-4 movie14 KB13 K:O KRIMPEG-4 movieMPEG-4 movie18 KB12 KBMPEG-4 movie10 KEMPEG-4 movie16 KB MPEG-4 movie6 KB6 KB1MPEG-4 movie12 KBMPEG-4 movie23 KB8 KBMPEG-4 movie6KEMPEG-4 movie6 KBMPEG-4 movie11 KB11 K:MPEG-4 movie20 KBMPEG-4 movie10 KBMPEG-4 movie7 KPMPEG-4 movie5 KBMPEG-4 movie11 KBMPEG-4 movie26 KBMPEG-4 movie111 KBMPEG-4 movie102 KB88 KBMPEG-4 movieKO KRMDEG-A movie98 KBMPEG-4 movie97 KBMPEG-4 movie66 K:MPEG-A movie44 KB MPEG-4 movie93 KB78 KB50 kpMPEG-4 movieMPEG-4 movie58 KB27 KBMPEG-4 movie7KP12 KBMPEG-4 movie32 KB17 K8MPEG-4 movieFavouritesE jiminny© Recents* ApplicationsiCloudiCloud Drive228 Sync folderQ DXP4800PLUS-B5FA@ Network_• CRMI• Orange• Red• Yellow• Green• Purple•) All lags..lohlDownloadsNameLoom.pkgAlfred copv.alfredoreterencesB KeychronAssist-1.0.2 (1).dmgA Keychron Assist-1.0.2.dmgmazanoke-images-yWJo.zioPhotos-3-001.zipD Transcript.pdf→mage U.loge1 Orioninstaller.dmaimage.jpg- image (2).1pc• ПО-22221726037035-004-001_ORGES.pdf• %D0%9F%D0%9E-22221726037035-004-001_archive.zipПO-22221726037035-004-001_archive (1).zip• repon 4).XmAltred copy2.altredoreterences05012026_0000000026574472_ SWIFT_OB70501260015890.pdf27022026_0000000026574472_SWIFT_OB72702260049200.pdf= 03042026 [CREDIT_CARD] SWIFT [CREDIT_CARD].001B reporti) xm=pdt.odipdf-1.pdfD pdf-2.pdf-pdf-5.pd1= ndf-1 ndipdf-3.pdfKoválik Family Tree.gedbitwarden export 20251031122528.isonKoválik Family Tree.zip*macOS Storage_Cleanup.mdal favicon icofirst_aid_notes_complete.docxrenortl2).esvconfig.ymlIteration run Search HS.postman_collection.jsonm licence hettertouchtoalMariusHosting Config.json1ooks-891a6503-bbb7-4b2b-9c3.csv•Alfredmazanoke-images-YWJ6ана Ковалик.jpg•искане даниел Ковалик..pa• Фактура Март Даниел Ковалик.jрс• Фактура Април Даниел Ковалик.jpg• Dhotac 2.001Q SearchKind00,4 MDinstdlle..dckage55.9 MBAlfred...ferences10,1 MBDisk Image10,1 MBDisk ImageIL MBLiP archive6,6 MBZIP archive2,5 MB PDF Document2,5 MBJreo lmage2.2 MBDisk Image2,2 MB PDF Document2 MBJPEG image1,9 MBJPEG imaqe192 KBPDF Document140 KbZIP archive148 KВZIP archivel148 KBZIP archive122 KBXML document111 KBAlfred...ferences94 KBPDF Document92 KBPDr DocumentK:91 KB91 KB30 KB29 KBPDF DocumentXML documentPDF Document28 KBPDF Document28 KR28 KB27 KB14 KB11 KB6 KB6KBPDE DocumentDocumentJSONICSV DocumentZIP archiveMarkdo…..ument5KRWindo...n image4 KB3 KBword ..cumentCSV Document2 KBYAML document1 KBcSV Document928 byteshttlicence183 bytesZero butesJSONAlfred.. ferencesZero bytesFolde1,9 MB1,8 MB17 MB1,7 MBColdorJPEG imageJPEG ImageIPEG imadeJPEG imageColdo1 of 58 selected, 8.52 GB availabld• Inu 14 May 1/.32-0Date AddedIs Mdl ZUzo dl 19:4530 Jan 2026 at 12:3617 Mar 2026 at 20:2717 Mar 2026 at 20:26Z3 Aor 2020 al 13:0229 Jan 2026 at 15:2019 Dec 2025 at 10:1619 Dec 2025 at 12:238 Aor 2026 at 20:3519 Dec 2025 at 10:2919 Dec 2025 at 12:1819 Dec 2025 at 12:4026 Mar 2026 at 11:2410 May 2026 at 13:5326 Mar 2026 at 11:2426 Mar 2026 at 11:2426 Mar 2026 at 11:2310 May 2026 at 14:3730 Jan 2026 at 12:3713 Feb 2026 at 11:54Z3 Apr 2026 at 13.0823 Aor 2026 at 13:0810 May 2026 at 13:5410 May 2026 at 14:3710 May 2026 at 13:4910 May 2026 at 13:5010 May 2026 at 13:5110 Mav 2026 at 12:51110 May 2026 at 13:5019 Dec 2025 at 11:3431 Oct 2025 at 12:2525 Nov 2025 at 17:596 Mar 2026 at 11.2224 Anr 2026 at 16:5220 Oct 2025 at 11:0218 Mar 2026 at 15:29• Mav 2026 at 11:09129 Oct 2025 at 19:329 May 2026 at 10:0418 Mar 2026 at 11:5510 May 2026 at 13:5712 Jun 2025 at 19:0430 Jan 2026 at 12:3630 Jan 2026 at 12:3616 Oct 2025 aт 16:0123 Apr 2026 at 13:0223 Apr 2026 at 13:0223 Apr 2026 at 13:0222 Anr 2026 at 12:0223 Apr 2026 at 13:0229 Jan 2026 at 15:20...
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